Morgan Stanley
46yrs
Top advisor by experience in Melville
8yrs
Gerald Kirschner
Financial advisor at &partners
Gerald Kirschner is a fiduciary financial advisor in Melville, New York, with 8 years in the industry. Gerald joined &partners in 2025, after four years at Ameriprise Financial Services. &partners offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and subscription fees.
One of 1293 advisors with offices in Melville, and one of 1085 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office534 Broadhollow Road Suite 245, Melville, NY 11747
Firm&partners
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$384,909
Advisors at the firm545
States licensed ?1 state
Services through &partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2025 – now&partnersCurrent firm
- 2021 – 2025Ameriprise Financial Services, LLCPreviously
Contact Gerald
(615) 255-6431Firm headquarters in Nashville, TN. Ask for Gerald. 534 Broadhollow Road Suite 245Melville, NY 11747Office · Get directions LinkedIn page&partners
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Gerald
Tailored to Gerald’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Gerald
How do I contact Gerald?
Call &partners at (615) 255-6431 and ask for Gerald Kirschner. Gerald works from the Melville, NY office.
How long has Gerald been a financial advisor?
Gerald has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Gerald hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gerald a fiduciary?
Gerald is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gerald paid?
&partners reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Gerald for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Osaic Wealth
46yrs
Top 1% by experience in Melville
Morgan Stanley
46yrs
Top 1% by experience in Melville
Morgan Stanley
45yrs
Top 1% by experience in Melville
Wells Fargo Advisors
45yrs
Top 1% by experience in Melville
Morgan Stanley
45yrs
Top 1% by experience in Melville