Jason M. Venditti

STIRLINGSHIRE INVESTMENTS

Port Charlotte, FL

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CRD#: 4993775

Professional summary

Jason Michael Venditti, who also goes by Jason Venditti, is a registered financial advisor currently at STIRLINGSHIRE INVESTMENTS located in Port Charlotte, Florida and STIRLINGSHIRE INVESTMENTS located in New York City, New York.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jason has worked at 8 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Venditti

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.

1.Punta Gorda Insurance LLC d/b/a GreatFlorida Insurance of Punta Gorda, Inv Related: Y, Address: 208 Tamiami Trl #112, Punta Gorda, FL 33950, Nature: Insurance Agency, Position: Owner and Sales, DESCRIPTION: Insurance Sales 2.CustomDeluxe Sportfishing LLC, Inv Related: N, Address 18766 Countryman Ave Port Charlotte, FL 33948, NATURE: Fishing Charters, POSITION: Owner, DESCRIPTION: Fishing Charters

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Michael Venditti'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

September 20, 2024 - Present

STIRLINGSHIRE INVESTMENTS

RIA

CRD#: 327779

Port Charlotte, FL

Current

December 8, 2023 - Present

STIRLINGSHIRE INVESTMENTS

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

CRD#: 310576

New York City, NY

Past

July 25, 2017 - December 11, 2023

HAZARD & SIEGEL, INC.

CRD#: 2048

DEWITT, NY

Past

July 24, 2017 - December 11, 2023

HAZARD & SIEGEL ADVISORY SERVICES LLC

RIA

CRD#: 151462

DEWITT, NY

Past

March 18, 2014 - July 24, 2017

MML INVESTORS SERVICES, LLC

CRD#: 10409

SYRACUSE, NY

Past

February 12, 2009 - March 24, 2014

PINNACLE INVESTMENTS, LLC

CRD#: 142910

EAST SYRACUSE, NY

Past

June 23, 2006 - February 3, 2009

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

EAST SYRACUSE, NY

Past

September 21, 2005 - June 1, 2006

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

ROCHESTER, NY

Past

September 5, 2005 - June 1, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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

Florida
(12/11/2023)

IAR

Florida
(9/20/2024)

New York
(12/12/2023)

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: 9/20/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/27/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/2/2005

General Securities 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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Firm Stability Insights

Jason M. Venditti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Michael Venditti's CRS (Customer Relationship Summary).

Certified licenses

Experience

STIRLINGSHIRE INVESTMENTS

HAZARD & SIEGEL, INC.

HAZARD & SIEGEL ADVISORY SERVICES LLC

MML INVESTORS SERVICES, LLC

PINNACLE INVESTMENTS, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

STIRLINGSHIRE INVESTMENTS

State Registrations and Notice Filings

Exams

Series 66

Date: 9/20/2005

SIE

Date: 10/1/2018

Series 31

Date: 9/27/2005

Series 7

Date: 9/2/2005

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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