Advisor at Stirlingshire Investments
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Stirlingshire Investments
Location
Bayville, NJ
Credentials
ChFC®, Series 63, Series 66
Industry experience
31 years
David Lazzaro is a financial advisor at Stirlingshire Investments with over 31 years of industry experience. He holds the ChFC®, Series 63, and Series 66 designations. His prior experience includes roles at Money Concepts Capital Corp., H. Beck, Inc., and mortgage-related firms. Outside of his advisory work, he serves as a board member on the supervisory committee at Lakehurst Naval Federal Credit Union and manages DJL Wealth Management, LLC, which provides business consulting and commercial financial services. Stirlingshire Investments offers discretionary portfolio management to individuals, trusts, and other entities, serving both non‑HNW and high-net-worth clients. The firm employs multiple analytical methods and a range of investment strategies, providing access to diverse investment types and model strategies through the Advyzon marketplace.
Based on Stirlingshire Investments
Based on Stirlingshire Investments
$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $3,000,000: 1.25% annually $3,000,001 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.50% annually
Certain individuals are registered representatives of affiliated broker-dealer and may receive commissions from sales of investment products.
Bayville, NJ
Connecticut · New Jersey
Stirlingshire Investments
2025 - Present (1 year)
Uptiq Premier Mortgage, LLC
2025 - 2025 (1 year)
Everett Financial Inc., DBA: Supreme Lending
2024 - 2025 (1 year)
Money Concepts Capital Corp.
2020 - 2025 (5 years)
H. Beck, Inc.
2010 - 2019 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Toms River, NJ
Asset Management Services Group, Inc.
Series 63, Series 65
Forked River, NJ
The Faragi Group
Series 65
Lakewood, NJ
Lakewealth Capital, LLC.
CFP®, Series 63
Forked River, NJ
Next Generation Wealth Planning, LLC
Series 65
Bayville, NJ
QEX Asset Management LLC
Series 65
Toms River, NJ
Lease Investment Advisors
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