Rolandus
Johnson

Stirlingshire Investments

CRD#6411445
Investment Advisor
in New York, NY

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About this Advisor

Rolandus Johnson is a financial advisor based in New York, New York, working with Stirlingshire Investments. Rolandus has previously held positions at Bbva Securities Inc, Compass Bank, Edward Jones, Bbva Compass Insurance Agency, Inc, Bbva Wealth Solutions Inc, New York Life Insurance Co, Nylife Securities LLC, Customer Contact Channels, Eagle Strategies LLC, Stirlingshire Bd LLC, and Stirlingshire Ira LLC. Rolandus has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Rolandus 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 66

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

Rolandus Johnson Work History

2023 - Present (2 years)

Stirlingshire Bd LLC

2023 - Present (2 years)

Stirlingshire Ira LLC

2019 - 2023 (4 years)

Eagle Strategies LLC

2018 - 2023 (5 years)

New York Life Insurance Co

2018 - 2023 (5 years)

Nylife Securities LLC

2017 - 2017 (< 1 year)

Customer Contact Channels

2016 - 2016 (< 1 year)

Bbva Wealth Solutions Inc

2015 - 2016 (1 year)

Bbva Securities Inc

2015 - 2016 (1 year)

Compass Bank

2015 - 2016 (1 year)

Bbva Compass Insurance Agency, Inc

2014 - 2015 (1 year)

Edward Jones

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Rolandus Johnson 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

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

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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