Andrew
Gersbach
Stirlingshire Investments
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About this Advisor
Andrew Gersbach is a financial advisor based in Columbus, Ohio, working with Stirlingshire Investments. Andrew has previously held positions at Nylife Securities LLC, New York Life Insurance Company, The O.N. Equity Sales Company, Ohio National Financial Services, Penn Mutual Life Ins Co, Hornor Townsend & Kent LLC, and Stirlingshire Investments. Andrew has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Andrew is part of Stirlingshire Investments, which operates out of Columbus, Ohio. The firm has 11 employees and manages assets totaling $37.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Stirlingshire Investments includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Stirlingshire Investments Brokerage Details
$36,957,914
11
97
$381,009
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Andrew Gersbach Work History
Stirlingshire Investments
Penn Mutual Life Ins Co
Hornor Townsend & Kent LLC
The O.N. Equity Sales Company
Ohio National Financial Services
Nylife Securities LLC
New York Life Insurance Company
Disclosures
Please visit the SEC profile of Andrew Gersbach 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
New York, NY
New York, NY
Houston, TX
New York, NY
New York, NY
Wooster, OH
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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