Gerber/taylor Management LLC

Gerber/taylor Management LLC (CRD# 109319) is a financial advisory firm headquartered in Memphis, TN. They manage $9,208,094,171 in 220 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    9,208
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $41,854,974
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TN, TX, VA

Financial Advisors at Gerber/taylor Management LLC
Showing 1 - 6 of 6 top financial advisors.
1
Michael J. Douglass
CRD#: 2517733
40 South Main Street, Suite 1900, Memphis, TN 38103

Michael Douglass (CRD# 2517733) is an Investment Advisor Representative working at Gerber/taylor Management LLC in Memphis, TN and has over 17 years of experience in the finance industry.

2
Jason M. Gowen
CRD#: 2600672
40 South Main Street, Suite 1900, Memphis, TN 38103

Jason Gowen (CRD# 2600672) is an Investment Advisor Representative working at Gerber/taylor Management LLC in Memphis, TN and has 1 year of experience in the finance industry.

3
William E. Pickens
CRD#: 1650374
40 South Main Street, Suite 1900, Memphis, TN 38103

William Pickens (CRD# 1650374) is an Investment Advisor Representative working at Gerber/taylor Management LLC in Memphis, TN and has over 36 years of experience in the finance industry.

4
Matthew J. Robbins
CRD#: 2508003
40 South Main Street, Suite 1900, Memphis, TN 38103

Matthew Robbins (CRD# 2508003) is an Investment Advisor Representative working at Gerber/taylor Management LLC in Memphis, TN and has over 17 years of experience in the finance industry.

5
William D. Ryan
CRD#: 2922407
40 South Main Street, Suite 1900, Memphis, TN 38103

William Ryan (CRD# 2922407) is an Investment Advisor Representative working at Gerber/taylor Management LLC in Memphis, TN and has over 25 years of experience in the finance industry.

6
Matthew K. Kinnear
CRD#: 2291519
40 South Main Street, Suite 1900, Memphis, TN 38103

Matthew Kinnear (CRD# 2291519) is an Investment Advisor Representative working at Gerber/taylor Management LLC in Memphis, TN and has over 23 years of experience in the finance industry. Matthew Kinnear has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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