David Joseph Lazzaro
Investment adviser representative at Stirlingshire Investments
15 yearsExperience
2 statesRegistered in
ChFC®Designation
$244.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Stirlingshire InvestmentsMay 2025 to now
- Uptiq Premier Mortgage, LLCJan 2025 to Aug 2025
- Everett Financial Inc., dba: Supreme LendingJan 2024 to Jan 2025
- Money Concepts Capital Corp.Jan 2020 to Jun 2025
- H. Beck, Inc.Feb 2010 to Dec 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (CT, NJ).
Stirlingshire Investments
Legal name: Stirlingshire Ria LLC
$244.6MAssets managed
1,071Clients
28Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1994704
- Firm CRD
- 327779