Matthew K. Kinnear

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CRD#: 2291519

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.

Matthew Kenneth Kinnear was a registered financial professional .

Matthew is a previously registered financial professional and started their career in finance in 1992. Matthew had worked at 7 firms and has passed the Series 65, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

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

December 5, 2022 - December 26, 2024

GERBER/TAYLOR MANAGEMENT LLC

RIA

CRD#: 109319

Memphis, TN

Past

September 20, 2007 - December 31, 2008

SKYHAWK CAPITAL MANAGEMENT, LLC

RIA

CRD#: 134838

MEMPHIS, TN

Past

August 16, 2007 - June 16, 2009

UNIFIED FINANCIAL SECURITIES, LLC

CRD#: 7868

INDIANAPOLIS, IN

Past

March 22, 2001 - September 7, 2005

DEUTSCHE BANK SECURITIES INC.

RIA

CRD#: 2525

BALTIMORE, MD

Past

January 13, 2001 - September 7, 2005

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

September 1, 1997 - January 13, 2001

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

Past

January 28, 1997 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

CRD#: 20

Past

November 24, 1992 - July 5, 1994

INVESCO CAPITAL MARKETS, INC.

CRD#: 6939

HOUSTON, TX

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".

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/6/2000

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 1/22/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/16/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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

SEC notice filing (2 States and Territories)

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 Accounts	193
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.

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Advisor Monitoring

Firm Stability Insights

Matthew K. Kinnear

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SKYHAWK CAPITAL MANAGEMENT, LLC

UNIFIED FINANCIAL SECURITIES, LLC

DEUTSCHE BANK SECURITIES INC.

DEUTSCHE BANK SECURITIES INC.

DB ALEX. BROWN LLC

ALEX. BROWN & SONS INCORPORATED

INVESCO CAPITAL MARKETS, INC.

Primary Firm SEC Registration

GERBER/TAYLOR MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/6/2000

Series 7

Date: 1/22/1997

Series 6

Date: 11/16/1992

Current Firm

GERBER/TAYLOR MANAGEMENT LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GERBER/TAYLOR MANAGEMENT LLC

TRUST BUT VERIFY

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