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Tony Ray Melvin

Stirlingshire Investments

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About Tony Ray Melvin

Tony Melvin is a registered investment advisor representative with Stirlingshire Investments. Tony has been in the financial services industry since 2001 and has a broad range of experience working with individuals and businesses. Tony provides financial planning, portfolio management, and educational seminars for clients. Tony is licensed in New York and Pennsylvania. Prior to joining Stirlingshire Investments, Tony was an agent for NEXT FINANCIAL GROUP, INC. in Pennsylvania. Tony is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Tony Melvin 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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Tony Melvin’s Registration & Firm History

NY

04/23/2024 - Present

Stirlingshire Investments (NEW YORK NY)

PA

12/12/2008 - 03/13/2024

NEXT FINANCIAL GROUP, INC. (WEST CHESTER PA)

PA

12/16/2004 - 12/18/2008

PRIMEVEST FINANCIAL SERVICES, INC. (AVONDALE PA)

IA

01/01/2001 - 12/03/2004

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

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Licenses & Designations

IA

Issued 02/11/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/26/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Tony Ray Melvin. Review regulatory record here.
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