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Steven Mackie Woods

Investment adviser representative at Stirlingshire Investments
13 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

13 years in the industry.

  1. Stirlingshire InvestmentsAug 2020 to now
  2. Worden Capital Management LLCJul 2017 to Feb 2021
  3. Laidlaw and CompanyDec 2013 to Jul 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2009
  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
5715598
Firm CRD
327779
Advisor's SEC record (opens in a new tab)
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