Kerry Stirton has been an investment adviser representative at Longwall Investment Partners since April 2023, and is not listed among the firm’s executive officers or direct owners. Kerry Stirton studied at Harvard Law School and the University of Oxford.
Longwall Investment Partners, LLC is a Westport, CT firm with $428M under management, 50 clients and 3 advisers across 5 offices, as of its July 2026 filing.
Kerry Stirton is Co-Chief Investment Officer & Managing Partner of Longwall Family Office. He was previously lead advisor with Alignvest-NorthPoint Investment Partners, Managing Director at CIBC Asset Management, an equity investor and analyst with Goldman Sachs' Proprietary Investment Group, and a senior multi-industry research analyst at Sanford C. Bernstein.
Kerry Stirton’s longest registration is the current one, 3 years at Longwall Investment Partners since 2023. Before joining Longwall Investment Partners in 2023, Kerry Stirton was registered through Praxia Financial Services, LLC.
- Praxia Financial Services, LLC– · 1 yearWestport, CT · Adviser representative · Firm CRD 175415
Investment adviser representative registrations
Kerry Stirton is registered as an investment adviser representative in Connecticut, since April 2023.
- ConnecticutSince 5 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 July 2021 |
| Series 3 | National Commodity Futures Examination | 25 August 2015 |
| Series 55 | Limited Representative-Equity Trader Exam | 10 December 2004 |
| Series 7 | General Securities Representative Examination | 10 May 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 April 2002 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Kerry James Stirton
- CRD
- 4510252
- Firm
- Longwall Investment Partners · CRD 324336
- Registration
- Investment adviser registration
- In the industry since
- July 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- longwallfamilyoffice.com
Where does Kerry Stirton work?
Kerry Stirton is an investment adviser representative registered through Longwall Investment Partners, LLC since April 2023, and is not listed among the firm’s executive officers or direct owners.
Is Kerry Stirton a financial advisor?
Yes. Kerry Stirton has a current investment-adviser registration in Connecticut, through Longwall Investment Partners since April 2023.
How many years of experience does Kerry Stirton have?
Kerry Stirton has 5 years in the financial industry, since July 2021, across 2 adviser firms.
What exams has Kerry Stirton passed?
Kerry Stirton has passed 5 licensing exams: the Series 63, Series 7, Series 55, Series 3 and Series 65. The earliest, the Series 63, was passed in April 2002.
Is Kerry Stirton registered with FINRA?
No. Kerry Stirton has no current broker registration.
How can I verify Kerry Stirton’s record?
Search CRD 4510252 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kerry Stirton’s full registration record.