Kevin Dennis Meyer
Investment adviser representative at Stirlingshire Investments
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Stirlingshire InvestmentsFeb 2025 to now
- Equitable Advisors, LLCJul 2023 to now
- UnemployedJun 2023 to Jul 2023
- Morgan StanleyJan 2023 to May 2023
- Ameriprise Financial Services, LLCAug 2021 to Jan 2023
- Cuso Financial Services, LPDec 2015 to Jul 2021
- North Island Credit UnionDec 2015 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5159445
- Firm CRD
- 327779