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Keithia Davidson

Stirlingshire Investments

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About Keithia Davidson

Keithia Davidson is a registered investment advisor representative with Stirlingshire Investments, a firm headquartered in New York, NY. Keithia has been in the industry since 2015, and is currently registered with the state of Florida. Keithia Davidson holds a Series 63 and Series 65 license, and is also a marketing consultant for Coast2Coast Mortgage, LLC. Stirlingshire Investments is an SEC-registered investment advisor with approximately 264 clients, offering financial planning, educational seminars and portfolio management services.

Firm Information

Keithia Davidson 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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Keithia Davidson’s Registration & Firm History

FL

12/04/2024 - Present

Stirlingshire Investments (Orlando FL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Keithia Davidson.
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