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Manendra M Kothari

Stirlingshire Investments

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About Manendra M Kothari

Manendra Kothari is an investment advisor representative with Stirlingshire Investments. Manendra has been in the industry for over 10 years and is licensed in Illinois, Missouri, New York, and Texas. Manendra has expertise in financial planning, educational seminars, and selection of other advisers. Prior to joining Stirlingshire Investments, Manendra was employed by FIRST HEARTLAND CAPITAL, INC.

Firm Information

Manendra Kothari 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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Manendra Kothari’s Registration & Firm History

IL

01/23/2024 - Present

Stirlingshire Investments (Streamwood IL)

IL

12/18/2012 - 12/31/2023

FIRST HEARTLAND CAPITAL, INC. (SCHAUMBURG IL)

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Licenses & Designations

IA

Issued 09/22/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/30/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Manendra M Kothari.
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