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Robert A. Taylor

Some features on this profile are disabled
CRD#: 1192917
RT

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Andrew Taylor was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1983. Robert had worked at 7 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

January 11, 2007 - July 1, 2019

GERBER/TAYLOR MANAGEMENT LLC

RIA
CRD#: 109319
MEMPHIS, TN
Past

May 12, 2006 - March 20, 2020

GERBER/TAYLOR ASSOCIATES LLC

RIA
CRD#: 108330
MEMPHIS, TN
Past

July 2, 1990 - October 8, 1996

FIDUCIARY SECURITIES CORP.

BD
CRD#: 21845
Past

April 24, 1990 - June 29, 1990

ING INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 21644
Past

January 30, 1989 - June 29, 1990

ING INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 21644
NEW YORK, NY
Past

February 23, 1988 - March 21, 1990

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

March 1, 1984 - February 12, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

September 23, 1983 - February 16, 1984

BEVILL, BRESLER & SCHULMAN INCORPORATED

BD
CRD#: 6971

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GM
GERBER/TAYLOR MANAGEMENT LLC
GERBER MANAGEMENT CO | GT ILS GP, LLC | GERBER/TAYLOR MANAGEMENT LLC | GERBER/TAYLOR MANAGEMENT COMPANY | GERBER TAYLOR

CRD#: 109319 / SEC#: 801-56698

RIA
Registered Investment Advisory firm - (7/22/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 1/10/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/8/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 3/23/1984
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/1983
General Securities Representative Examination

Current Firm

GM
GERBER/TAYLOR MANAGEMENT LLC
GERBER MANAGEMENT CO | GT ILS GP, LLC | GERBER/TAYLOR MANAGEMENT LLC | GERBER/TAYLOR MANAGEMENT COMPANY | GERBER TAYLOR

CRD#: 109319 / SEC#: 801-56698

RIA
Registered Investment Advisory firm - (7/22/1999 Approved)
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Contact information

Main Address
40 South Main Street Suite 1900, Memphis, TN 38103
Mailing Address
Phone number
(901) 526-9750
Established
Firm type
Fiscal year end
# of Employees
44

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GERBER/TAYLOR MANAGEMENT LLC FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts193
AUM (Assets Under Management)$ 10,736,280,748

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GERBER/TAYLOR MANAGEMENT LLC

CRD#: 109319

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