Hannah
Thieneman

Stirlingshire Investments

CRD#6091248
Investment Advisor
in New York, NY

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About this Advisor

Hannah Thieneman is a financial advisor based in New York, New York, working with Stirlingshire Investments. Hannah has previously held positions at J.P. Morgan Securities LLC, UBS Financial Services Inc, Valeo Financial Advisors, and Stirlingshire Investments. Hannah has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Indiana. Currently, Hannah is part of Stirlingshire Investments, which operates out of New York, New York. The firm has 11 employees and manages assets totaling $37.0 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Stirlingshire Investments includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

15 W 38Th St. #704
New York, NY 10018

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Stirlingshire Investments Brokerage Details

Total Assets Under Management

$36,957,914

NY Average: $7,464,549,021
Total Number of Employees

11

NY Average: 88
Total Number of Accounts

97

NY Average: 3,892
Average Account Size

$381,009

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Hannah Thieneman Work History

2024 - Present (0 year)

Stirlingshire Investments

2020 - Present (4 years)

Valeo Financial Advisors

2014 - 2020 (6 years)

Ubs Financial Services Inc

2012 - 2014 (2 years)

J.P. Morgan Securities LLC

2012 - 2014 (2 years)

J.P. Morgan Securities LLC

Disclosures

Please visit the SEC profile of Hannah Thieneman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stirlingshire Investments

Scott Valenti
New York, NY
Kyle Cronan
The Woodlands, TX
Rolandus Johnson
New York, NY
Steven Stewart
New York, NY
Matthew Greene
New York, NY
Michael Saenz
Houston, TX
Richard Buffkin
New York, NY
David Paul
Wooster, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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