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Michael J. Collesano

STIRLINGSHIRE INVESTMENTS
New York, NY
Some features on this profile are disabled
CRD#: 7460212
MC

Professional summary

Michael Joseph Collesano is a registered financial advisor currently at STIRLINGSHIRE INVESTMENTS located in New York, New York and STIRLINGSHIRE INVESTMENTS located in New York City, New York.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Michael has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

top-8-questions

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.
1) Michael Collesano LLM PC NY State S Corp Non investment 10 Hours/ 5 Hours during trading Position Held Attorney president Licensed NY State and Real Estate Broker 2) NYC Property Expo, Inc., Inv Related:N, ADDRESS: 155 East 34th St. #11F NEW YORK, NY 10016 NATURE: Real Estate Brokerage, Position: Owner, 60 hrs/month DESCRIPTION: Manhattan Residential RE sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Collesano'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

May 9, 2025 - Present

STIRLINGSHIRE INVESTMENTS

RIA
CRD#: 327779
New York, NY
Current

August 21, 2023 - Present

STIRLINGSHIRE INVESTMENTS

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

December 3, 2021 - August 25, 2023

COVA CAPITAL PARTNERS LLC

BD
CRD#: 109761
SYOSSET, 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
Florida
(12/1/2023)
RR
New Jersey
(9/10/2024)
RR
New York
(12/5/2023)
IAR
New York
(5/9/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/3/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/10/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/3/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/24/2021
Securities Industry Essentials 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#: 327779New York, NY

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