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Douglas Dean Shaffer

Stirlingshire Investments

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About Douglas Dean Shaffer

Douglas Shaffer is a financial advisor with Stirlingshire Investments and has been in the industry since March 2018. Douglas has a wide range of experience and is knowledgeable in many financial areas including portfolio management for individuals and financial planning. Douglas is committed to providing his clients with personalized and customized financial advice and services. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7 and Series 66 licenses, in addition to a Securities Industry Essentials Examination (SIE). Douglas has experience with a variety of firms including Ameriprise Financial Services, LLC, CUSO Financial Services, L.P., and VALIC Financial Advisors, INC.

Firm Information

Douglas Shaffer is currently registered with Stirlingshire Investments. Stirlingshire Investments is a financial advisor headquartered in NEW YORK, NY. They provide financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. The firm has 29 investment advisor representatives and manages approximately $69,214,156 in assets for 371 clients, primarily individuals other than high-net-worth clients.
Stirlingshire Investments

15 W 38TH ST.

NEW YORK, NY 10018

$69.21M

Assets Under Management

264

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Douglas Shaffer’s Registration & Firm History

OH

02/20/2024 - Present

Stirlingshire Investments (Toledo OH)

OH

03/14/2022 - 03/12/2024

VALIC FINANCIAL ADVISORS, INC. (INDEPENDENCE OH)

OH

05/14/2020 - 01/24/2022

CUSO FINANCIAL SERVICES, L.P. (Maumee OH)

OH

11/30/2017 - 03/09/2020

AMERIPRISE FINANCIAL SERVICES, LLC (Perrysburg OH)

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Licenses & Designations

BOTH

Issued 07/13/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Douglas Dean Shaffer.
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