John
Polemis
Stirlingshire Investments
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About this Advisor
John Polemis is a financial advisor based in New York, New York, working with Stirlingshire Investments. John has previously held positions at United Producers Inc, Nfg Brokerage, United Healthcare, Humana, Kaiser, Various Insurance Carriers For W&R Insurance Agencies, Waddell & Reed Inc, Allegis Advisor Group, Principal Life Insurance Company, Principal Securities Inc, Guardian Life Insurance Company, Stirlingshire Investments, and Park Avenue Securities. John has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, John 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 a variety of clients, including high-net-worth individuals. The services offered by the firm include 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
Services Offered
Fee Structure
Office Location
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Stirlingshire Investments Brokerage Details
$36,957,914
11
97
$381,009
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
John Polemis Work History
Stirlingshire Investments
Park Avenue Securities
Guardian Life Insurance Company
Principal Life Insurance Company
Principal Securities Inc
Allegis Advisor Group
Various Insurance Carriers For W&R Insurance Agencies
Waddell & Reed Inc
Nfg Brokerage
United Producers Inc
United Healthcare
Humana
Kaiser
Disclosures
Please visit the SEC profile of John Polemis 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
New York, NY
New York, NY
The Woodlands, TX
New York, NY
Houston, TX
New York, NY
Wooster, OH
New York, NY
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