JL
James Lee
from Stirlingshire Investments
James Lee is a financial advisor based in New York, New York,
with 26 years of experience. James currently works for
Stirlingshire Investments.
James maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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James Lee works at Stirlingshire Investments
Stirlingshire Investments is a financial advisory firm based in New York, New York. It currently has approximately $36,957,914 of assets under management and employs about 11 people. Stirlingshire Investments uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
16 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
15 W 38th St., #704, New York, New York, 10018
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