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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

KEVIN DENNIS MEYER

Advisor at STIRLINGSHIRE INVESTMENTS

Carlsbad, CA | NEW YORK, NY

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Search this name across graphsid dfx:ria:d1193b76-2f16-d3f8-90ef-b8a1a2d2a96e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Apr 23, 2009 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: Dec 18, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Dec 18, 2007
First registration: Apr 23, 2009
Dual registered: yes, broker-dealer
Other names: KEVIN MEYER|KEVIN D MEYER|Kevin Dennis Meyer
IAPD individual key: 5159445

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	Feb 24, 2025	n/a	yes	Carlsbad, CA\|NEW YORK, NY	Current employment
EQUITABLE ADVISORS, LLC	National bd RIA	Jul 7, 2023	Feb 27, 2025	no	SAN DIEGO, CA	Previous registration
MORGAN STANLEY	Wirehouse	Feb 9, 2023	May 30, 2023	no	Carlsbad, CA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Aug 2, 2021	Jan 17, 2023	no	Chula Vista, CA\|Imperial Beach, CA	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Dec 17, 2015	Aug 2, 2021	no	Imperial Beach, CA\|Chula Vista, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Nov 15, 2012	Mar 14, 2013	no	NEW YORK, NY	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 23, 2009	Mar 29, 2012	no	GREAT NECK, NY	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
EQUITABLE ADVISORS, LLC	STIRLINGSHIRE INVESTMENTS	Feb 27, 2025	Feb 24, 2025	-3	Firm change	Ibd to RIA
MORGAN STANLEY	EQUITABLE ADVISORS, LLC	May 30, 2023	Jul 7, 2023	38	Firm change	Wirehouse to ibd
AMERIPRISE FINANCIAL SERVICES, LLC	MORGAN STANLEY	Jan 17, 2023	Feb 9, 2023	23	Firm change	Ibd to wirehouse
CUSO FINANCIAL SERVICES, L.P.	AMERIPRISE FINANCIAL SERVICES, LLC	Aug 2, 2021	Aug 2, 2021	0	Firm change	Ibd to ibd
WELLS FARGO ADVISORS	CUSO FINANCIAL SERVICES, L.P.	Mar 14, 2013	Dec 17, 2015	1,008	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Mar 29, 2012	Nov 15, 2012	231	Firm change	Wirehouse to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
42132:6363:CA:2021-08-02	Aug 2, 2021	Aug 2, 2021	CHULA VISTA, CA	Firm change

Relationships

Registered with (7)

→ STIRLINGSHIRE INVESTMENTSRegistered adviserregistration: current employment
Feb 24, 2025 to presentfactForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 7, 2023 to Feb 27, 2025factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Feb 9, 2023 to May 30, 2023factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Aug 2, 2021 to Jan 17, 2023factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Dec 17, 2015 to Aug 2, 2021factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 15, 2012 to Mar 14, 2013factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 23, 2009 to Mar 29, 2012factForm ADV

Dated events

Occurred
Feb 27, 2025
Advisor changed firm
Kevin Dennis Meyer left Equitable Advisors, Llc for Stirlingshire Investments (registered 2025-02-24)
Form ADVobserved 4 days ago
Occurred
May 30, 2023
Advisor changed firm
Kevin Dennis Meyer left Morgan Stanley for Equitable Advisors, Llc (registered 2023-07-07)
Form ADVobserved 4 days ago
Occurred
Jan 17, 2023
Advisor changed firm
Kevin Dennis Meyer left Ameriprise Financial Services, Llc for Morgan Stanley (registered 2023-02-09)
Form ADVobserved 4 days ago