Matthew
Robbins

Gerber/Taylor Management LLC

CRD#2508003
Investment Advisor
in Memphis, TN

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About this Advisor

Matthew Robbins is a financial advisor based in Memphis, Tennessee, working with Gerber/Taylor Management LLC. Matthew has previously held positions at Gerber/Taylor Management LLC and Gerber/Taylor Associates LLC. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Tennessee and Texas. Currently, Matthew is part of Gerber/Taylor Management LLC, which operates out of Memphis, Tennessee. The firm has 1 office and 42 employees. The firm manages assets totaling $10.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Gerber/Taylor Management LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

40 South Main Street Suite 1900
Memphis, TN 38103

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Gerber/Taylor Management LLC Brokerage Details

Total Assets Under Management

$10,409,129,905

TN Average: $730,596,643
Total Number of Employees

42

TN Average: 15
Total Number of Accounts

208

TN Average: 968
Average Account Size

$50,043,894

TN Average: $754,749

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Matthew Robbins Work History

2022 - Present (3 years)

Gerber/Taylor Management LLC

1994 - 2022 (28 years)

Gerber/Taylor Associates LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Matthew Robbins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gerber/Taylor Management LLC

Matthew Kinnear
Memphis, TN
William Ryan
Memphis, TN
Jason Gowen
Memphis, TN
Matthew Robbins
Memphis, TN
Michael Douglass
Memphis, TN
William Pickens
Memphis, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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