Daniel Wesley Prevett
Investment adviser representative at Stirlingshire Investments
10 yearsExperience
2 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 InvestmentsNov 2025 to now
- Stirlingshire Ria LLCNov 2025 to now
- Safe Lock Advisors, LLC d/b/a Prevett FinancialFeb 2020 to now
- Capstone Wealth Advisors, LLCMar 2025 to Nov 2025
- Midway UniversityJul 2023 to Dec 2023
- UnemployedSep 2019 to Feb 2020
- Brewton-parker CollegeJun 2015 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 7235710
- Firm CRD
- 327779