Scott
Valenti

Stirlingshire Investments

CRD#2579238
Investment Advisor
in New York, NY

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About this Advisor

Scott Valenti is a financial advisor based in New York, New York, working with Stirlingshire Investments. Scott has previously held positions at Total Quality Logistics, Ambrosia Bistro LLC, Arizona Culinary Institute, Glendale Community College, Northwestern Mutual Life Insurance Company, Stirlingshire Investments, Lpm Restaurant, Versace Mansion Restaurant, and Northwestern Mutual Investment Services LLC. Scott has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Scott 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

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

Scott Valenti Work History

2024 - Present (0 year)

Stirlingshire Investments

2023 - 2023 (< 1 year)

Northwestern Mutual Life Insurance Company

2023 - 2023 (< 1 year)

Northwestern Mutual Investment Services LLC

2021 - 2022 (1 year)

Total Quality Logistics

2020 - 2021 (1 year)

Lpm Restaurant

2020 - 2020 (< 1 year)

Versace Mansion Restaurant

2017 - 2020 (3 years)

Ambrosia Bistro LLC

2016 - 2016 (< 1 year)

Arizona Culinary Institute

2014 - 2016 (2 years)

Glendale Community College

Disclosures

Please visit the SEC profile of Scott Valenti 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

Steven Stewart
New York, NY
Kyle Cronan
The Woodlands, TX
Scott Valenti
New York, NY
Rolandus Johnson
New York, NY
Michael Saenz
Houston, TX
Matthew Greene
New York, NY
Steven Woods
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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