Helen Dao
Investment adviser representative at Stirlingshire Investments
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
13 years in the industry.
- Stirlingshire InvestmentsNov 2024 to now
- Money Concepts Capital CorpJan 2013 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 5107692
- Firm CRD
- 327779