Andrew J Gersbach
Investment adviser representative at Stirlingshire Investments
15 yearsExperience
1 stateRegistered in
$244.6MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Stirlingshire InvestmentsMar 2024 to now
- Hornor Townsend & Kent LLCSep 2019 to Feb 2024
- Penn Mutual Life Ins CoSep 2019 to Feb 2024
- The O.N. Equity Sales CompanyApr 2017 to Sep 2019
- Ohio National Financial ServicesFeb 2017 to Sep 2019
- New York Life Insurance CompanyAug 2011 to Sep 2019
- Nylife Securities LLCAug 2011 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (OH).
Stirlingshire Investments
Legal name: Stirlingshire Ria LLC
$244.6MAssets managed
1,071Clients
28Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5111620
- Firm CRD
- 327779