P.J. Robb Variable, LLC

Broker-DealerFINRA MemberEst. 1995
Total AUM
—
Advisory reps
247
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 registered with the SEC since 1995. Public snapshots classify the firm as "Unclassified" and identify ownership as a combination of a domestic entity and an individual. Regulatory disclosures flag the firm as not a multi-state adviser, not newly formed, not a pension consultant, not a related adviser, and not an active ESG investor. The record also indicates the firm is not designated as a capital allocator.

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 245
  • William McKenzie

    William McKenzie

    Business Development SpecialistCRD 5845863

  • Scott Roman

    Scott Roman

    Insurance StrategistCRD 5860518

  • Michael Marciano

    Michael Marciano

    CRD 5149296

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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