RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
E•• V••••••••
- Designations
- RICPreportedstirlingshire.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 30reportedstirlingshire.com“Biography Eva is a RICP and a CSA with 30 years of experience in wealth management and legacy planning strategies.”
- Professional profile
- stirlingshire.com/team/eva-valentinereportedstirlingshire.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- S••••••••• I••••••••• independent RIA currentsince Mar 27, 2024 · Merritt Island, Fl
- P•••• S••••••••• L•• no RAUMApr 5, 2022 to Feb 28, 2024 · Marlborough, Ma
- A••••••••• F•••••••• S•••••••• L•• national BDDec 3, 2018 to Oct 12, 2021 · Methuen, Ma
- C••••• I••••••••• A••••••• L•• BD affiliatedNov 13, 2015 to Dec 4, 2018 · Bradford, Ma
- J• P• T••••• • C•••••• C•••••• M••••••••• L•• formerDec 6, 2011 to Dec 1, 2015 · Bradford, Ma
- S•• A•••••••• I••• formerFeb 2, 2010 to Feb 9, 2012 · Havermill, Ma
- H••••••••• G•••• F•••••••• A•••••••• L•• formerJan 6, 2010 to Jan 11, 2010 · Haverhill, Ma
- M•••••••• A••••••• S•••••••• L•• unclassifiedApr 14, 2008 to Dec 31, 2009 · Haverhill, Ma
- I••••••••• A••••••• S••••••• I•• formerAug 2, 1999 to Jul 30, 2003 · Pinecrest, Fl
- P•••• S••••••••• L•• to S••••••••• I•••••••••left Feb 28, 2024, registered Mar 27, 2024 (28 days) · Affiliated broker-dealer or bank to independent RIA
- A••••••••• F•••••••• S•••••••• L•• to P•••• S••••••••• L••left Oct 12, 2021, registered Apr 5, 2022 (175 days) · Affiliated broker-dealer or bank to another
- C••••• I••••••••• A••••••• L•• to A••••••••• F•••••••• S•••••••• L••left Dec 4, 2018, registered Dec 3, 2018 (-1 days) · Affiliated broker-dealer or bank to another
- J• P• T••••• • C•••••• C•••••• M••••••••• L•• to C••••• I••••••••• A••••••• L••left Dec 1, 2015, registered Nov 13, 2015 (-18 days) · Other
- S•• A•••••••• I••• to J• P• T••••• • C•••••• C•••••• M••••••••• L••left Feb 9, 2012, registered Dec 6, 2011 (-65 days) · Other
- H••••••••• G•••• F•••••••• A•••••••• L•• to S•• A•••••••• I•••left Jan 11, 2010, registered Feb 2, 2010 (22 days) · Other
- M•••••••• A••••••• S•••••••• L•• to H••••••••• G•••• F•••••••• A•••••••• L••left Dec 31, 2009, registered Jan 6, 2010 (6 days) · Other
- I••••••••• A••••••• S••••••• I•• to M•••••••• A••••••• S•••••••• L••left Jul 30, 2003, registered Apr 14, 2008 (1720 days) · Other
- E•• V•••••••• left P•••• S••••••••• L•• for S••••••••• I••••••••• (registered 2024-03-27)Feb 28, 2024 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address