Demetrio Joselito Munoz
Investment adviser representative at Stirlingshire Investments
10 yearsExperience
3 statesRegistered in
$244.6MFirm assets
3 yearsFirm in business
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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
10 years in the industry.
- Stirlingshire InvestmentsMar 2026 to now
- Stirlingshire Investments Bd LLCMar 2026 to now
- Stirlingshire Investments Ria LLCMar 2026 to now
- American United LifeNov 2025 to now
- Oneamerica SecuritiesDec 2025 to Mar 2026
- N/aSep 2025 to Dec 2025
- MML Investors Services, LLCOct 2024 to Sep 2025
- Massmutual Life Insurance CoAug 2024 to Sep 2025
- Park Avenue Securities, LLCAug 2020 to Jun 2024
- Guardian Life Insurance Company of AmericaJul 2020 to Aug 2024
- UnemployedAug 2019 to Jun 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2016 to Jun 2019
- Bank of America, N.A.Oct 2016 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 3 states (CA, ID, WA).
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
- 2401195
- Firm CRD
- 327779