Unclaimed
Kyle Thomas Cronan is a financial advisor who has been in the industry since 2000. Kyle is currently registered with Stirlingshire Investments, a firm that has been in business since 2011. Stirlingshire Investments is a Registered Investment Advisor (RIA) and offers financial planning, educational seminars, and portfolio management for individuals. Kyle is a registered representative in Texas and New York and holds the Series 6, 7, 66, and SIE licenses. Kyle has been with Stirlingshire Investments since 2024. Prior to this, Kyle worked at OneAmerica Securities, Inc., BBVA Securities Inc., Lincoln Financial Securities Corporation, Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
03/14/2024 - Present
Stirlingshire Investments (The Woodlands TX)
TX
07/14/2015 - 03/20/2024
ONEAMERICA SECURITIES, INC. (HOUSTON TX)
TX
03/12/2014 - 06/05/2015
BBVA SECURITIES INC. (THE WOODLANDS TX)
TX
03/08/2010 - 03/15/2014
LINCOLN FINANCIAL SECURITIES CORPORATION (HOUSTON TX)
TX
01/01/2008 - 03/08/2010
WELLS FARGO ADVISORS, LLC (THE WOODLANDS TX)
TX
02/17/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (THE WOODLANDS TX)
TX
07/26/2000 - 12/17/2004
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 02/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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