Robert M. Troyano

STIRLINGSHIRE INVESTMENTS

Saddlebrook, NJ 07663

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CRD#: 1502551

Professional summary

Robert Michael Troyano, CFP®, who also goes by Bobby T Troyano, is a registered financial advisor currently at STIRLINGSHIRE INVESTMENTS located in Saddlebrook, New Jersey and STIRLINGSHIRE INVESTMENTS located in New York City, New York.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Robert has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bobby T Troyano

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ROBERT TROYANO, CPA POSITION: Owner NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 35 START DATE: 01/01/1989 ADDRESS: 299 Market St, Suite 330, Saddle Brook NJ 07663, United States DESCRIPTION: Prepare tax returns and other accounting functions. ROBERT TROYANO, SOLE PROPRIETOR POSITION: Insurance Sales Rep NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 70 START DATE: 03/17/2014 ADDRESS: 299 Market St, Suite 330, Saddle Brook NJ 07663, United States DESCRIPTION: Sales of Life and Health Insurance

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Michael Troyano's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

May 9, 2025 - Present

STIRLINGSHIRE INVESTMENTS

Office #1: 299 Market Street, Saddlebrook, NJ 07663

RIA

CRD#: 327779

Saddlebrook, NJ

Current

April 14, 2025 - Present

STIRLINGSHIRE INVESTMENTS

Office #1: 15 W 38th St Suite 704, New York City, NY 10018

CRD#: 310576

New York City, NY

Past

April 1, 2021 - April 15, 2025

GROVE POINT ADVISORS, LLC

RIA

CRD#: 313171

Saddle Brook, NJ

Past

August 17, 2016 - April 1, 2021

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

SADDLE BROOK, NJ

Past

January 28, 2014 - August 15, 2016

RMT WEALTH MANAGEMENT, LLC

RIA

CRD#: 170217

SADDLE BROOK, NJ

Past

February 3, 2010 - May 19, 2014

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

SADDLE BROOK, NJ

Past

February 3, 2010 - April 15, 2025

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

SADDLE BROOK, NJ

Past

October 24, 2002 - January 29, 2010

MONEY CONCEPTS CAPITAL CORP

RIA

CRD#: 12963

SADDLE BROOK, NJ

Past

April 19, 1995 - January 29, 2010

MONEY CONCEPTS CAPITAL CORP

CRD#: 12963

SADDLE BROOK, NJ

Past

January 3, 1994 - April 18, 1995

NATIONWIDE PLANNING ASSOCIATES INC.

CRD#: 31029

FAIR LAWN, NJ

Past

May 16, 1986 - June 22, 1987

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STIRLINGSHIRE INVESTMENTS

STIRLINGSHIRE INVESTMENTS | STIRLINGSHIRE RIA LLC. | STIRLINGSHIRE RIA LLC

CRD#: 327779 / SEC#: 801-128665

RIA

Registered Investment Advisory firm - (9/7/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(4/14/2025)

Connecticut
(4/14/2025)

Florida
(4/14/2025)

New Jersey
(4/14/2025)

IAR

New Jersey
(5/9/2025)

New Mexico
(4/14/2025)

North Carolina
(4/16/2025)

Oregon
(4/14/2025)

Pennsylvania
(4/14/2025)

Rhode Island
(4/14/2025)

Virginia
(4/14/2025)

Washington
(4/14/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 7/19/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/7/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/31/1993

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

STIRLINGSHIRE INVESTMENTS

STIRLINGSHIRE INVESTMENTS | STIRLINGSHIRE RIA LLC. | STIRLINGSHIRE RIA LLC

CRD#: 327779 / SEC#: 801-128665

RIA

Registered Investment Advisory firm - (9/7/2023 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(877) 600-7026

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STIRLINGSHIRE ADV PART 2 (10/22/2025)

Regulatory assets under management

Total Number of Accounts	1,135
AUM (Assets Under Management)	$ 179,802,588

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert M. Troyano

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Michael Troyano's CRS (Customer Relationship Summary).

Certified licenses

Experience

STIRLINGSHIRE INVESTMENTS

GROVE POINT ADVISORS, LLC

GROVE POINT INVESTMENTS, LLC

RMT WEALTH MANAGEMENT, LLC

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

MONEY CONCEPTS CAPITAL CORP

MONEY CONCEPTS CAPITAL CORP

NATIONWIDE PLANNING ASSOCIATES INC.

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

STIRLINGSHIRE INVESTMENTS

State Registrations and Notice Filings

Exams

Series 63

Date: 7/19/1995

SIE

Date: 10/1/2018

Series 7

Date: 2/7/2000

Series 6

Date: 12/31/1993

FINRA

Current Firm

STIRLINGSHIRE INVESTMENTS

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STIRLINGSHIRE INVESTMENTS

TRUST BUT VERIFY

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