Candice Lee Gilman
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 InvestmentsAug 2026 to now
- Sofi Securities, LLCMar 2022 to Jul 2026
- Sofi Wealth, LLCMar 2022 to Jul 2026
- Coastal Investment Advisors, Inc.Aug 2018 to Mar 2022
- Coastal Equities, Inc.Apr 2018 to Mar 2022
- Capital One Advisors LLCDec 2015 to Apr 2018
- Capital One Investing, LLCDec 2015 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (DE).
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
- 5226511
- Firm CRD
- 327779