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Shay Dean Stiers

Preston Investments

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About Shay Dean Stiers

Shay Dean Stiers is an Investment Advisor Representative at Preston Investments. Shay holds the Series 65 license, has been in the industry since 2017, and has been with Preston Investments since July 2020. Shay works with individuals, charitable organizations, and pension and profit sharing plans, with a focus on providing portfolio management services. Preston Investments is a registered investment advisor located in Kingman, Arizona, with a focus on providing portfolio management for individuals and selecting other advisors for their clients.

Firm Information

Shay Stiers is currently registered with Preston Investments. Preston Investments is an investment advisor with $84 million in regulatory assets under management and 2,000 clients. Preston Investments offers portfolio management for individuals and selection of other advisors. The firm specializes in serving individuals, charitable organizations, pension and profit sharing plans, and high-net-worth individuals. They offer wrap fee programs.

$84.00M

Assets Under Management

4

Total Clients

3

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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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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Shay Stiers’s Registration & Firm History

AZ

05/04/2021 - Present

Preston Investments (KINGMAN AZ)

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Licenses & Designations

IA

Issued 05/12/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shay Dean Stiers.
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