Advisor at Stirlingshire Investments
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Firm
Stirlingshire Investments
Location
Buford, GA
Credentials
Series 63, Series 65
Industry experience
26 years
Matthew Greene is a financial advisor at Stirlingshire Investments with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stirlingshire since 2023. Greene also owns Greene Financial Services LLC, where he is involved in the sales of life insurance and fixed annuities. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a combination of quantitative, fundamental, technical, and modern portfolio theory analyses, offering access to a diverse range of 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.
Buford, GA
Georgia · New York
Stirlingshire Investments
2023 - Present (3 years)
Allstate Insurance Co
2013 - Present (13 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.
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