Boca Raton, FL North Military Trail Office
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&PARTNERS
Enterprise
Firm-wide stats for &PARTNERS
About
&Partners serves a broad mix of individual and institutional clients, including high‑net‑worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses and corporations. The firm provides investment management, financial and tax planning, ERISA 3(21) consulting, retirement‑plan participant discretionary management and brokerage services under its dual registration as a registered investment adviser and a broker‑dealer.
Investment management is offered on discretionary and non‑discretionary bases using the Envestnet portfolio platform and NFS brokerage infrastructure, and accounts may be managed directly by an &Partners financial advisor or by third‑party managers selected through the firm’s due‑diligence processes. The firm uses a mix of fundamental, technical and quantitative analysis, model portfolios and both proprietary and third‑party strategies, with ongoing monitoring and periodic account reviews.
Distinctive features disclosed in the brochure include &Partners’ registration as a municipal advisor and its capacity to act in underwriting and municipal advisory roles, the firm’s continued use of transaction‑based compensation and occasional principal trades in addition to advisory fees, and the availability of subscription research products such as a paid weekly market commentary. The firm has also expanded third‑party advisory earnings arrangements—under which some financial advisors share a portion of their advisory revenues with a third party in exchange for an equity interest—and many financial advisors are indirect owners of the holding company, arrangements the firm identifies and supervises in its disclosures.
Based on &PARTNERS
Expertise
Based on &PARTNERS
Location
2650 North Military Trail, Suite 150
Boca Raton FL 33431
Advisors at this office
4
Advisors at this office
Richard M
CFP®, Series 63, Series 65
Boca Raton, FL
&PARTNERS
Richard Morgenstern is a CFP® professional affiliated with &PARTNERS, based in Boca Raton, FL, and has 45 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.
Tyler G
CFP®, Series 66
Boca Raton, FL
&PARTNERS
Tyler Gunderson is a CFP® certificant with 11 years of experience in financial services. He joined \u0026PARTNERS in 2025 after nine years at Wells Fargo Clearing and has prior experience with RBC Capital Markets and Ameriprise. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning through discretionary and non-discretionary approaches, utilizing a range of analytical methods and both proprietary and third-party strategies.
Vincent G
CFP®, Series 63, Series 65
Boca Raton, FL
&PARTNERS
Vincent Gerardi is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2025. His prior experience includes roles at Wells Fargo Clearing, BNY Mellon Securities Corporation, and Morgan Stanley Dw Inc. Based in Boca Raton, FL, he holds Series 63 and Series 65 licenses. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a mix of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, utilizing both proprietary and third-party strategies.
David W
Series 63, Series 66
Boca Raton, FL
&PARTNERS
David Willis is a financial advisor at &PARTNERS with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and J.P. Morgan Securities. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations, providing investment management, financial and tax planning, and brokerage services. The firm employs a range of analytical methods and third-party strategies, offering both discretionary and non-discretionary management through its platforms.
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