P.J. Robb Variable, LLC
Firm details
- Headquarters
- Memphis, Tennessee
- CRD number
- 38339
- Registered since
- May 23, 1995
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Coye Cordle
SVP, Chief Compliance OfficerCRD 4544954
James Mertzlufft
Chief ManagerCRD 2186945
Contacts
3 of 247William McKenzie
Business Development SpecialistCRD 5845863

Scott Roman
Insurance StrategistCRD 5860518

Michael Marciano
CRD 5149296
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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