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Jason Michael Venditti

Stirlingshire Investments

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About Jason Michael Venditti

Jason Venditti is a financial professional with over 17 years of experience in the financial services industry. Jason has a wide range of experience in the industry and has held positions with Northwestern Mutual Investment Services, LLC, Pinnacle Investments, LLC, MML Investors Services, LLC, Hazard & Siegel, Inc., and Morgan Stanley DW Inc.. Jason is currently registered with Stirlingshire Investments. Jason provides financial planning and portfolio management services for individuals and businesses. Jason is also a licensed life insurance agent.

Firm Information

Jason Venditti 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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Jason Venditti’s Registration & Firm History

FL

09/20/2024 - Present

Stirlingshire Investments (Port Charlotte FL)

NY

07/25/2017 - 12/11/2023

HAZARD & SIEGEL, INC. (DEWITT NY)

NY

03/18/2014 - 07/24/2017

MML INVESTORS SERVICES, LLC (SYRACUSE NY)

NY

02/12/2009 - 03/24/2014

PINNACLE INVESTMENTS, LLC (EAST SYRACUSE NY)

NY

06/23/2006 - 02/03/2009

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EAST SYRACUSE NY)

NY

09/05/2005 - 06/01/2006

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 09/20/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 09/02/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Jason Michael Venditti. Review regulatory record here.
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