Blake
Dunbar
Stirlingshire Investments
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About this Advisor
Blake Dunbar is a financial advisor based in New York, New York, working with Stirlingshire Investments. Blake has previously held positions at Custom Agri Systems, Gerken Paving Company, 614 Pools, Gerken Roadway Services, Aem Services, Valor Enterprises LLC, Becks Construction, Gluckle Insurance And Financial Services, Defiance College, and The Ohio State University. Blake has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New York and Ohio. Currently, Blake is part of Stirlingshire Investments, which operates out of New York, New York. The firm has 22 offices and 29 employees. Stirlingshire Investments manages assets totaling $69.2 million and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Stirlingshire Investments is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stirlingshire Investments Brokerage Details
$69,214,156
29
371
$186,561
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Blake Dunbar Work History
Gluckle Insurance And Financial Services
Becks Construction
Valor Enterprises LLC
Aem Services
Gerken Roadway Services
The Ohio State University
The Ohio State University
614 Pools
Gerken Paving Company
The Ohio State University
Custom Agri Systems
Defiance College
Disclosures
Please visit the SEC profile of Blake Dunbar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stirlingshire Investments
The Woodlands, TX
New York, NY
Orlando, FL
New York, NY
Carlsbad, CA
Orlando, FL
Wooster, OH
New York, NY
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