Matthew J. Gehring

Some features on this profile are disabled

CRD#: 2669574

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 James Gehring was a registered financial professional .

Matthew is a previously registered financial professional and started their career in finance in 1995. Matthew had worked at 7 firms and has passed the Series 66, Series 63, Series 31 and Series 7 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

October 4, 2011 - June 2, 2015

TBH GLOBAL ASSET MANAGEMENT, LLC

RIA

CRD#: 145536

NASHVILLE, TN

Past

June 1, 2009 - October 11, 2011

MORGAN STANLEY

RIA

CRD#: 149777

NASHVILLE, TN

Past

June 1, 2009 - October 11, 2011

MORGAN STANLEY

CRD#: 149777

NASHVILLE, TN

Past

October 16, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

NASHVILLE, TN

Past

October 16, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

NASHVILLE, TN

Past

February 20, 2007 - October 11, 2007

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

NASHVILLE, TN

Past

January 17, 2007 - October 11, 2007

A. G. EDWARDS & SONS, INC.

CRD#: 4

NASHVILLE, TN

Past

January 12, 2004 - March 22, 2005

AVONDALE PARTNERS, LLC

CRD#: 46838

NASHVILLE, TN

Past

September 7, 2000 - December 11, 2003

STEPHENS

CRD#: 3496

LITTLE ROCK, AR

Past

December 8, 1995 - July 6, 2000

J.C. BRADFORD & CO.

CRD#: 1287

NEW YORK, NY

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".

TBH GLOBAL ASSET MANAGEMENT, LLC

CRD#: 145536 / SEC#: 801-68624

RIA

Registered Investment Advisory firm - (1/2/2008 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 66

Date: 2/19/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/20/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 11/15/2007

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 12/7/1995

General Securities Representative Examination

Current Firm

TBH GLOBAL ASSET MANAGEMENT, LLC

CRD#: 145536 / SEC#: 801-68624

RIA

Registered Investment Advisory firm - (1/2/2008 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

6 Cadillac Dr. Suite 300, Brentwood, TN 37027

Mailing Address

Phone number

(615) 690-4820

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TBH GLOBAL ASSET MANAGEMENT LLC BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	3,627
AUM (Assets Under Management)	$ 1,274,662,966

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/26/2025	Cover Page	Report
03/28/2024	Cover Page	Report
02/27/2023	Cover Page	Report

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

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew J. Gehring

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

AVONDALE PARTNERS, LLC

STEPHENS

J.C. BRADFORD & CO.

Primary Firm SEC Registration

TBH GLOBAL ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/19/2007

Series 63

Date: 12/20/1995

Series 31

Date: 11/15/2007

Series 7

Date: 12/7/1995

Current Firm

TBH GLOBAL ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TBH GLOBAL ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors