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Michael Daniel Saenz

Stirlingshire Investments

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About Michael Daniel Saenz

Michael Saenz is a financial advisor with Stirlingshire Investments based in Houston, Texas. Michael holds the Series 7TO, SIE and Series 66 licenses. Prior to joining Stirlingshire Investments, Michael worked at United Planners' Financial Services of America A Limited Partner in Schulenburg, TX. Michael specializes in financial planning, portfolio management, and provides educational seminars to clients. Michael is also a Partner at Trilogy Wealth Partners.

Firm Information

Michael Saenz 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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Michael Saenz’s Registration & Firm History

TX

12/08/2023 - Present

Stirlingshire Investments (Houston TX)

NY

12/08/2023 - 06/07/2024

STIRLINGSHIRE INVESTMENTS (NEW YORK CITY NY)

TX

06/27/2023 - 12/21/2023

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCHULENBURG TX)

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Licenses & Designations

BOTH

Issued 06/17/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/26/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/03/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Daniel Saenz.
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