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CG

Candice L. Gilman

STIRLINGSHIRE INVESTMENTS
Middletown, DE
Some features on this profile are disabled
CRD#: 5226511
CG
Candice Lee GilmanSTIRLINGSHIRE INVESTMENTS

Professional summary

Candice Lee Gilman, who also goes by Candice Lee Bell, Candice L. Mahrenholz, Candice Lee Mahrenholz, is a registered financial advisor currently at STIRLINGSHIRE INVESTMENTS located in Middletown, Delaware.

Candice is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Candice has worked at 9 firms and has passed the Series 66, Series 99TO, Series 52TO, SIE, Series 7, Series 53, Series 4 and Series 24 exams.

At a Glance

Always Fiduciary

Aliases

Candice Lee Bell | Candice L. Mahrenholz | Candice Lee Mahrenholz

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.
Corsair Compliance LLC; Yes; 720 Guido DR Middletown DE 19709; Compliance Consulting; Managing Member; Sole Owner; July 31, 2026; 160 hrs/mo; 160 hrs/mo during trading hours; Provide compliance consulting services to Stirlingshire Investments

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Candice Lee Gilman'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

August 5, 2026 - Present

STIRLINGSHIRE INVESTMENTS

RIA
CRD#: 327779
Middletown, DE
Past

March 23, 2022 - August 24, 2026

SOFI WEALTH LLC

RIA
CRD#: 167958
CLAYMONT, DE
Past

March 22, 2022 - August 24, 2026

SOFI SECURITIES LLC

BD
CRD#: 151717
Greenville, DE
Past

September 6, 2018 - March 30, 2022

REALTA INVESTMENT ADVISORS, INC

RIA
CRD#: 134952
WILMINGTON, DE
Past

May 3, 2018 - March 30, 2022

REALTA EQUITIES, INC.

BD
CRD#: 23769
WILMINGTON, DE
Past

September 21, 2017 - April 23, 2018

CAPITAL ONE ADVISORS, LLC

RIA
CRD#: 136865
Wilmington, DE
Past

December 17, 2015 - April 23, 2018

CAPITAL ONE INVESTING, LLC

BD
CRD#: 45744
WILMINGTON, DE
Past

November 11, 2010 - December 7, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
HAMPTON, VA
Past

November 11, 2010 - December 7, 2015

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
HAMPTON, VA
Past

October 9, 2008 - May 12, 2010

MICG INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 104028
NEWPORT NEWS, VA
Past

April 10, 2007 - May 12, 2010

MICG INVESTMENT MANAGEMENT, LLC

BD
CRD#: 104028
NEWPORT NEWS, VA

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.

Highlighted states indicate IAR registrations

IAR
Delaware
(8/5/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/6/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/9/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 8/9/2011
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 7/20/2009
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/12/2007
General Securities Principal Examination

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)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STIRLINGSHIRE ADV PART 2 (1/27/2026)

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#: 327779Middletown, DE

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