Kyle T. Cronan

STIRLINGSHIRE INVESTMENTS

The Woodlands, TX

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CRD#: 3041874

Professional summary

Kyle Thomas Cronan is a registered financial advisor currently at STIRLINGSHIRE INVESTMENTS located in The Woodlands, Texas and STIRLINGSHIRE INVESTMENTS located in New York City, New York.

Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Kyle has worked at 9 firms and has passed the Series 66, Series 6TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

4:19 Custom Rods and Gear, LLC INV RELATED N, ADDRESS 11497 Old Oaks Lane Conroe TX 77385 NATURE: Mission Based Outdoor Company, 15 hrs/month not during trading DESCRIPTION: Sales of fishing rods and outdoor gear One America Life Insurance INVESTMENT RELATED Y, ADDRESS: One American Square, Indianapolis, IN 46206 NATURE: Insurance POSITION: Life/LTC Sales Description: OBA for Life/LTC new business and Trailing Income from current policies

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Thomas Cronan'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®

None

Experience

Current

March 13, 2024 - Present

STIRLINGSHIRE INVESTMENTS

RIA

CRD#: 327779

The Woodlands, TX

Current

March 13, 2024 - Present

STIRLINGSHIRE INVESTMENTS

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

CRD#: 310576

New York City, NY

Past

July 15, 2015 - March 20, 2024

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

Conroe, TX

Past

July 14, 2015 - March 20, 2024

ONEAMERICA SECURITIES, INC.

CRD#: 4173

HOUSTON, TX

Past

March 20, 2014 - June 5, 2015

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA

CRD#: 110476

THE WOODLANDS, TX

Past

March 12, 2014 - June 5, 2015

BBVA SECURITIES INC.

CRD#: 27060

THE WOODLANDS, TX

Past

March 8, 2010 - March 15, 2014

OSAIC FS, INC.

RIA

CRD#: 3870

HOUSTON, TX

Past

March 8, 2010 - March 15, 2014

OSAIC FS, INC.

CRD#: 3870

HOUSTON, TX

Past

January 1, 2008 - March 8, 2010

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

THE WOODLANDS, TX

Past

January 1, 2008 - March 8, 2010

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

THE WOODLANDS, TX

Past

February 25, 2005 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

THE WOODLANDS, TX

Past

February 17, 2005 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

THE WOODLANDS, TX

Past

July 26, 2000 - December 17, 2004

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

HOUSTON, TX

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

New York
(3/13/2024)

Texas
(3/13/2024)

IAR

Texas
(3/13/2024)

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

IAR

Series 66

Date: 2/24/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 3/13/2024

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/16/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/25/2000

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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Kyle T. Cronan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Thomas Cronan's CRS (Customer Relationship Summary).

Certified licenses

Experience

STIRLINGSHIRE INVESTMENTS

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

PNC MANAGED ACCOUNT SOLUTIONS, INC.

BBVA SECURITIES INC.

OSAIC FS, INC.

OSAIC FS, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

INVESCO DISTRIBUTORS, INC.

Primary Firm SEC Registration

STIRLINGSHIRE INVESTMENTS

State Registrations and Notice Filings

Exams

Series 66

Date: 2/24/2005

Series 6TO

Date: 3/13/2024

SIE

Date: 10/1/2018

Series 7

Date: 2/16/2005

Series 6

Date: 7/25/2000

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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