Scott
Valenti

Stirlingshire Investments

CRD#2579238
Investment Advisor
in New York, NY

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About this Advisor

Scott Valenti is a financial advisor based in New York, New York, working with Stirlingshire Investments. Scott has previously held positions at Total Quality Logistics, Lpm Restaurant, Versace Mansion Restaurant, Ambrosia Bistro LLC, Arizona Culinary Institute, Glendale Community College, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, and Stirlingshire Investments. Scott has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Scott is part of Stirlingshire Investments, which operates out of New York, New York. The firm has 22 offices and 29 employees. Stirlingshire Investments manages assets totaling $69.2 million and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Stirlingshire Investments is asset-based.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

15 W 38Th St. #704
New York, NY 10018

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Stirlingshire Investments Brokerage Details

Total Assets Under Management

$69,214,156

NY Average: $7,464,549,021
Total Number of Employees

29

NY Average: 88
Total Number of Accounts

371

NY Average: 3,892
Average Account Size

$186,561

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Scott Valenti Work History

2024 - Present (1 year)

Stirlingshire Investments

2023 - 2023 (< 1 year)

Northwestern Mutual Life Insurance Company

2023 - 2023 (< 1 year)

Northwestern Mutual Investment Services LLC

2021 - 2022 (1 year)

Total Quality Logistics

2020 - 2021 (1 year)

Lpm Restaurant

2020 - 2020 (< 1 year)

Versace Mansion Restaurant

2017 - 2020 (3 years)

Ambrosia Bistro LLC

2016 - 2016 (< 1 year)

Arizona Culinary Institute

2014 - 2016 (2 years)

Glendale Community College

Disclosures

Please visit the SEC profile of Scott Valenti to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stirlingshire Investments

Blake Dunbar
New York, NY
Kyle Cronan
The Woodlands, TX
Mark Alarie
Orlando, FL
Jason Venditti
Port Charlotte, FL
Scott Valenti
New York, NY
Keithia Davidson
Orlando, FL
David Paul
Wooster, OH
Douglas Shaffer
Toledo, OH

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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