P.J. Robb Variable, LLC

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
249
Avg account
$0

Firm details

Headquarters
Memphis, Tennessee
CRD number
38339
Registered since
May 23, 1995

Firm profile

FINTRX

Overview

P.J. Robb Variable, LLC is organized as a limited liability company and has been SEC-registered since 1995. Ownership is described as a combination of a domestic entity and an individual; the firm is classified as "Unclassified" in the available record. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also marked as not a multistate adviser, not newly formed, not a pension consultant and not a related adviser. The dataset does not disclose the firm's advisory activities, business lines, fee schedule or client segmentation.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Coye Cordle

    Coye Cordle

    SVP, Chief Compliance OfficerCRD 4544954

  • James Mertzlufft

    Chief ManagerCRD 2186945

Contacts

3 of 247
  • William McKenzie

    William McKenzie

    Business Development SpecialistCRD 5845863

  • Scott Roman

    Scott Roman

    Insurance StrategistCRD 5860518

  • Michael Marciano

    Michael Marciano

    CRD 5149296

Unlock 244 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Memphis, TN

Shelby

Location

Memphis, TN

Headquartered in Memphis, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.

Metro area
Memphis-Forrest City, TN-MS-AR
Region
South
County
Shelby
Address
6075 Poplar Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth