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SW

Symeon A. White

Some features on this profile are disabled
CRD#: 7770113
SW

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Symeon Adorjan White was a registered financial professional .

Symeon is a previously registered financial professional and started their career in finance in 2023. Symeon had worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

September 20, 2024 - October 24, 2024

STIRLINGSHIRE INVESTMENTS

BD
CRD#: 310576
NEW YORK CITY, NY
Past

September 26, 2023 - August 14, 2024

NYLIFE SECURITIES LLC

BD
CRD#: 5167
SAN ANTONIO, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 10/4/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/4/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/1/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 9/25/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/25/2023
Securities Industry Essentials Examination

Current Firm

SI
STIRLINGSHIRE INVESTMENTS
STIRLINGSHIRE BD LLC | STIRLINGSHIRE INVESTMENTS

CRD#: 310576 / SEC#: , 8-70616

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
15 W 38th St Suite 704, New York City, NY 10018
Mailing Address
15 W 38th St Suite 704, New York City, NY 10018
Phone number
(877) 600-7026
Established
Delaware since 08/14/2020
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
STIRLINGSHIRE INVESTMENTS, INC.100% OWNER
LONDON, MARACHIEF COMPLIANCE OFFICER1299148
SAKOL, DANIEL SCOTTFINOP2813237
WOODS, STEVEN MACKIECEO5715598

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#: 310576

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