linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrew J Gersbach

Stirlingshire Investments

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrew? Claim Your Profile

About Andrew J Gersbach

Andrew Gersbach is a financial advisor registered with Stirlingshire Investments, a firm with offices in New York and Columbus. Andrew has been in the financial services industry since 2007. Andrew holds a Series 63, 7, 24, and SIE licenses and specializes in financial planning, portfolio management, and educational seminars for individuals.

Firm Information

Andrew Gersbach is currently registered with Stirlingshire Investments. Stirlingshire Investments is a financial advisor headquartered in NEW YORK, NY. They provide financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. The firm has 29 investment advisor representatives and manages approximately $69,214,156 in assets for 371 clients, primarily individuals other than high-net-worth clients.
Stirlingshire Investments

15 W 38TH ST.

NEW YORK, NY 10018

$69.21M

Assets Under Management

264

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrew Gersbach’s Registration & Firm History

OH

04/03/2024 - Present

Stirlingshire Investments (Columbus OH)

OH

09/19/2019 - 02/01/2024

HORNOR, TOWNSEND & KENT, LLC (COLUMBUS OH)

OH

04/18/2017 - 09/11/2019

THE O.N. EQUITY SALES COMPANY (DUBLIN OH)

OH

08/16/2011 - 04/04/2017

NYLIFE SECURITIES LLC (DUBLIN OH)

OH

02/16/2007 - 05/13/2011

CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)

OH

06/05/2006 - 09/15/2006

AMERIPRISE FINANCIAL SERVICES, INC. (CINCINNATI OH)

Not sure if Andrew J Gersbach is right for you?

Licenses & Designations

BC

Issued 05/29/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/25/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew J Gersbach.
Not sure if Andrew J Gersbach is right for you?