Advisor at Stirlingshire Investments
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Firm
Stirlingshire Investments
Location
Columbus, OH
Credentials
Series 63
Industry experience
18 years
Andrew Gersbach is a financial advisor at Stirlingshire Investments with 18 years of industry experience. He holds a Series 63 designation and has worked previously at firms including Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and New York Life Insurance Company. Outside of his advisory role, he owns Uncle Andy's Hot Sauce, a business producing and distributing premium hot sauces. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a variety of analytical methods and trading strategies and offers model portfolios through the Advyzon marketplace with no minimum account size.
Based on Stirlingshire Investments
Based on Stirlingshire Investments
$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $3,000,000: 1.25% annually $3,000,001 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.50% annually
Certain individuals are registered representatives of affiliated broker-dealer and may receive commissions from sales of investment products.
Columbus, OH
Ohio
Stirlingshire Investments
2024 - Present (2 years)
Hornor Townsend & Kent LLC
2019 - 2024 (5 years)
Penn Mutual Life Ins Co
2019 - 2024 (5 years)
The O.N. Equity Sales Company
2017 - 2019 (2 years)
Ohio National Financial Services
2017 - 2019 (2 years)
New York Life Insurance company
2011 - 2019 (8 years)
NYLIFE Securities LLc
2011 - 2019 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
ClearMind Capital
I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.
Series 66
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Series 65
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Steele Investment Counsel, Ltd.
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