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KM

Kevin D. Meyer

STIRLINGSHIRE INVESTMENTS
Carlsbad, CA
Some features on this profile are disabled
CRD#: 5159445
KM

Professional summary

Kevin Dennis Meyer, AIF®, who also goes by Kevin D Meyer, Kevin Meyer, Kevin Dennis Meyer, is a registered financial advisor currently at STIRLINGSHIRE INVESTMENTS located in Carlsbad, California and STIRLINGSHIRE INVESTMENTS located in New York City, New York.

Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Kevin has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kevin D Meyer | Kevin Meyer | Kevin Dennis Meyer

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. Kevin Meyer; Sole proprietor; Insurance sales, Carlsbad CA, Sales Commissions. Investment related Y, Description: occasional sales of annuities from Nationwide Insurance

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Dennis Meyer'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

February 24, 2025 - Present

STIRLINGSHIRE INVESTMENTS

RIA
CRD#: 327779
Carlsbad, CA
Current

February 23, 2025 - Present

STIRLINGSHIRE INVESTMENTS

Office #1: 15 W 38th St Suite 704, New York City, NY 10018
BD
CRD#: 310576
New York City, NY
Past

July 7, 2023 - February 27, 2025

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
SAN DIEGO, CA
Past

July 7, 2023 - February 27, 2025

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
SAN DIEGO, CA
Past

February 9, 2023 - May 30, 2023

MORGAN STANLEY

RIA
CRD#: 149777
Carlsbad, CA
Past

February 9, 2023 - May 30, 2023

MORGAN STANLEY

BD
CRD#: 149777
Carlsbad, CA
Past

August 2, 2021 - January 17, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Chula Vista, CA
Past

August 2, 2021 - January 17, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Chula Vista, CA
Past

December 17, 2015 - August 2, 2021

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
Chula Vista, CA
Past

December 10, 2015 - August 2, 2021

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
Chula Vista, CA
Past

November 17, 2014 - September 18, 2015

TD AMERITRADE, INC.

BD
CRD#: 7870
SAN DIEGO, CA
Past

November 15, 2012 - March 14, 2013

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
NEW YORK, NY
Past

November 15, 2012 - March 14, 2013

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
NEW YORK, NY
Past

April 23, 2009 - March 29, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
GREAT NECK, NY
Past

May 13, 2008 - March 29, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
GREAT NECK, NY
Past

January 21, 2008 - April 30, 2008

NEW ENGLAND SECURITIES

BD
CRD#: 615
UNIONDALE, 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".
SI
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.
RR
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

RR
California
(2/23/2025)
IAR
California
(2/24/2025)
RR
Florida
(2/23/2025)
RR
New York
(2/23/2025)
RR
North Carolina
(2/23/2025)
RR
Texas
(2/23/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/22/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/18/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/24/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/18/2008
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SI
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
29

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,135
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.

Company Information

STIRLINGSHIRE INVESTMENTS

CRD#: 327779Carlsbad, CA

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