Gerber/Taylor Management Company

Gerber/Taylor Management Company, which is legally known as GERBER/TAYLOR MANAGEMENT COMPANY, is a Delaware-based corporation with 21 employees where 15 serve as advisors. While the number of clients the company serves isn't known, the firm's SEC status is listed as Approved and has been registered since July 22, 1999.

• CHARLES COLE GERBER

  CHIEF EXECUTIVE OFFICER owns less than 5%

• DAVID GEORGE EAST

  SECRETARY owns less than 5%

• GERBER/TAYLOR CAPITAL ADVISORS, INC.(FORMERLY GERBER/TAYLOR HOLDINGS, INC.)

  HOLDING COMPANY owns 75% or more

• MICHAEL JAMES DOUGLASS

  PRESIDENT owns less than 5%

• ROBERT ANDREW TAYLOR

  TREASURER owns less than 5%

• SIMONE TULLOS MEEKS

  CHIEF COMPLIANCE OFFICER owns less than 5%

• WILLIAM ERNEST PICKENS

  VICE PRESIDENT owns less than 5%

• CHARLES SCHWAB & CO., INC.
  United States
• CIBC MELLON
  Canada
• FIDELITY BROKERAGE SERVICES LLC
  United States
• MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
  United States
• MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
  United States
• MORGAN STANLEY & CO. LLC
  United States
• R.J. O'BRIEN SECURITIES, LLC
  United States
• STATE STREET BANK GMBH
  Netherlands

• Southeastern Asset Management Inc
• Waddell & Associates LLC
• Newsouth Capital Management Inc
• Summit Asset Management LLC
• B Riley Wealth Management Inc
• Additive Advisory and Capital LLC
• Highland Capital Management LLC
• Kelman Lazarov Inc
• Century Wealth Management LLC
• Kimery Wealth Management LLC