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
Merritt Island, FL
Credentials
Series 63, Series 65
Industry experience
31 years
Eva Valentine is a financial advisor at Stirlingshire Investments with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including The Prudential Insurance Company of America, Ameriprise Financial Services Inc, and JP Turner & Co Capital Management LLC. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑HNW and high‑net‑worth clients. The firm employs a range of investment approaches, including quantitative, fundamental, and technical analysis, and offers access to diverse investment types through model strategies available on 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.
Merritt Island, FL
California · Florida · Massachusetts
Stirlingshire Investments
2024 - Present (2 years)
The Prudential Insurance Company of America
2022 - 2024 (2 years)
Pruco Securities, LLC
2022 - 2024 (2 years)
Unemployed
2021 - 2022 (1 year)
Ameriprise Financial Services Inc
2018 - 2021 (3 years)
JP Turner & Co Capital Management LLC
2015 - 2018 (3 years)
Summit Brokerage Services Inc
2015 - 2018 (3 years)
JP Turner & Co Capital Management LLC
2011 - 2018 (7 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.
CFP®, Series 63, Series 65
Indian Harbour Beach, FL
Financial Planning by Design
CFP®, ChFC®
Satellite Beach, FL
Kaul Financial Solutions
Series 63, Series 65
Melbourne, FL
Bmr Global Wealth Management Group, Inc.
CFP®, Series 66
Rockledge, FL
McCarty Wealth
Series 65
Cocoa Beach, FL
Luminary Financial Advisors, LLC
CFP®
Rockledge, FL
Rall Capital Management, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")