David J. Gluckle

STIRLINGSHIRE INVESTMENTS

Toledo, OH 43623

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CRD#: 6217439

Professional summary

David John Gluckle is a registered financial advisor currently at STIRLINGSHIRE INVESTMENTS located in Toledo, Ohio.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. David has worked at 4 firms and has passed the SIE 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.

David John Gluckle Insurance Agency LLC, owner since 10/01/2011, Insurance Agency, Non-investment related, 60% time spent on activity during non-securities hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David John Gluckle'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

February 22, 2024 - Present

STIRLINGSHIRE INVESTMENTS

Office #1: 4213 North Holland Sylvania Rd, Toledo, OH 43623

RIA

CRD#: 327779

Toledo, OH

Past

February 23, 2024 - August 18, 2025

STIRLINGSHIRE INVESTMENTS

CRD#: 310576

NEW YORK CITY, NY

Past

July 2, 2020 - February 28, 2024

MONEY CONCEPTS CAPITAL CORP

RIA

CRD#: 12963

Toledo, OH

Past

July 1, 2020 - February 28, 2024

MONEY CONCEPTS CAPITAL CORP

CRD#: 12963

Toledo, OH

Past

January 17, 2014 - July 1, 2020

NATIONWIDE SECURITIES, LLC

CRD#: 11173

TOLEDO, OH

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.

Highlighted states indicate IAR registrations

IAR

Ohio
(2/22/2024)

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.

Exams

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/17/2014

Investment Company Products/Variable Contracts Representative Examination

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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David J. Gluckle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David John Gluckle's CRS (Customer Relationship Summary).

Certified licenses

Experience

STIRLINGSHIRE INVESTMENTS

STIRLINGSHIRE INVESTMENTS

MONEY CONCEPTS CAPITAL CORP

MONEY CONCEPTS CAPITAL CORP

NATIONWIDE SECURITIES, LLC

Primary Firm SEC Registration

STIRLINGSHIRE INVESTMENTS

State Registrations and Notice Filings

Exams

SIE

Date: 10/1/2018

Series 6

Date: 1/17/2014

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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