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RIA / WealthAdvisor17 years in industry

Candice Lee Gilman

Advisor at STIRLINGSHIRE INVESTMENTS

Middletown, DE | NEW YORK, NY

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Search this name across graphsid dfx:ria:2178835b-8a08-527a-b6a6-bdee14d6c379

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Oct 9, 2008 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STIRLINGSHIRE INVESTMENTS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 6, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Oct 6, 2008
First registration: Oct 9, 2008
Dual registered: no
Other names: CANDICE L. MAHRENHOLZ|CANDICE LEE BELL|CANDICE LEE MAHRENHOLZ
IAPD individual key: 5226511

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STIRLINGSHIRE INVESTMENTS	Independent wealth	Aug 5, 2026	n/a	yes	Middletown, DE\|NEW YORK, NY	Current employment
SOFI WEALTH LLC	Bd affiliated wealth	Mar 23, 2022	Aug 24, 2026	no	CLAYMONT, DE\|SAN FRANCISCO, CA	Previous registration
REALTA INVESTMENT ADVISORS, INC	Bd affiliated wealth	Sep 6, 2018	Mar 30, 2022	no	WILMINGTON, DE	Previous registration
CAPITAL ONE ADVISORS, LLC	Former SEC adviser	Sep 21, 2017	Apr 23, 2018	no	Wilmington, DE\|MCLEAN, VA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Nov 11, 2010	Dec 7, 2015	no	RICHMOND, VA\|HAMPTON, VA	Previous registration
MICG INVESTMENT MANAGEMENT, LLC	n/a	Oct 9, 2008	May 12, 2010	no	NEWPORT NEWS, VA\|NEWPORT NEWS, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SOFI WEALTH LLC	STIRLINGSHIRE INVESTMENTS	Aug 24, 2026	Aug 5, 2026	-19	Firm change	Ibd to RIA
REALTA INVESTMENT ADVISORS, INC	SOFI WEALTH LLC	Mar 30, 2022	Mar 23, 2022	-7	Firm change	Ibd to RIA
CAPITAL ONE ADVISORS, LLC	REALTA INVESTMENT ADVISORS, INC	Apr 23, 2018	Sep 6, 2018	136	Firm change	Ibd to RIA
WELLS FARGO ADVISORS	CAPITAL ONE ADVISORS, LLC	Dec 7, 2015	Sep 21, 2017	654	Firm change after gap	Other
MICG INVESTMENT MANAGEMENT, LLC	WELLS FARGO ADVISORS	May 12, 2010	Nov 11, 2010	183	Firm change	Other

Relationships

Registered with (6)

→ STIRLINGSHIRE INVESTMENTSRegistered adviserregistration: current employment
Aug 5, 2026 to presentfactForm ADV
→ SOFI WEALTH LLCRegistered adviserregistration: previous registration
Mar 23, 2022 to Aug 24, 2026factForm ADV
→ REALTA INVESTMENT ADVISORS, INCRegistered adviserregistration: previous registration
Sep 6, 2018 to Mar 30, 2022factForm ADV
→ CAPITAL ONE ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 21, 2017 to Apr 23, 2018factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 11, 2010 to Dec 7, 2015factForm ADV
→ MICG INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 9, 2008 to May 12, 2010factForm ADV

Dated events

Occurred
Aug 24, 2026
Advisor changed firm
Candice Lee Gilman left Sofi Wealth Llc for Stirlingshire Investments (registered 2026-08-05)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2022
Advisor changed firm
Candice Lee Gilman left Realta Investment Advisors, Inc for Sofi Wealth Llc (registered 2022-03-23)
Form ADVobserved 6 days ago