Palm Beach Gardens, FL Office

Team
Updated today

Client AUM

$20,732,342,244

Clients

53,863

Advisors

3

Of 540 advisors across 185 offices

Location

11760 Us Hwy 1 Suite 507

Palm Beach Gardens FL 33408

Advisors at this office

3

Advisors at this office

user avatar

Mark G

Series 63, Series 65

Palm Beach Gardens, FL

&PARTNERS

Mark Gronner is a financial advisor at &PARTNERS with Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining &PARTNERS in 2025. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services, utilizing a mix of proprietary and third-party strategies and offering a range of financial planning and consulting services.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
user avatar

Peter D

Series 63, Series 65

Palm Beach Gardens, FL

&PARTNERS

Peter Disanza is a financial advisor at &PARTNERS with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a trustee for the Deidre Disanza 2012 Family Trust. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers both investment advisory and brokerage services, utilizing a range of proprietary and third-party investment models alongside fundamental, technical, and quantitative analysis.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
user avatar

Sasha K

Series 63, Series 66

Palm Beach Gardens, FL

&PARTNERS

Sasha Kiel is a financial advisor with \u0026PARTNERS in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining \u0026PARTNERS in 2025, Sasha worked at Wells Fargo Clearing for six years and UBS Financial Services for five years. \u0026PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, ERISA consulting, and investment banking, utilizing a mix of proprietary and third-party portfolio management strategies through Envestnet and NFS platforms.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")