Matthew J. Robbins

GERBER/TAYLOR MANAGEMENT LLC

MEMPHIS, TN 38103

Some features on this profile are disabled

CRD#: 2508003

Professional summary

Matthew Jess Robbins is a registered financial advisor currently at GERBER/TAYLOR MANAGEMENT LLC located in Memphis, Tennessee.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Matthew has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Matthew Jess Robbins's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

December 13, 2022 - Present

GERBER/TAYLOR MANAGEMENT LLC

Office #1: 40 South Main Street Suite 1900, Memphis, TN 38103

RIA

CRD#: 109319

MEMPHIS, TN

Past

July 20, 2006 - July 1, 2019

GERBER/TAYLOR MANAGEMENT LLC

RIA

CRD#: 109319

MEMPHIS, TN

Past

April 24, 2006 - December 15, 2022

GERBER/TAYLOR ASSOCIATES LLC

RIA

CRD#: 108330

MEMPHIS, TN

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(12/14/2022)

IAR

Texas
(12/13/2022)

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: 7/19/2006

Uniform Investment Adviser Law 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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Stacey Hyde

ENVISION FINANCIAL PLANNING, LLC

IAR

Memphis, TN

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew J. Robbins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Jess Robbins's CRS (Customer Relationship Summary).

Certified licenses

Experience

GERBER/TAYLOR MANAGEMENT LLC

GERBER/TAYLOR MANAGEMENT LLC

GERBER/TAYLOR ASSOCIATES LLC

Primary Firm SEC Registration

GERBER/TAYLOR MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/19/2006

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

Similar Advisors