Timothy Roberson
Timothy Roberson is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Brentwood, TN, with 34 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
100 Winners Circle, Suite 310, Brentwood, TN, 37027
Get directionsHistory
Regulatory History (6)
Customer Dispute
October 2025Customer Dispute
February 2019Customer Dispute
May 2017Customer Dispute
September 2001Customer Dispute
September 2001Customer Dispute
October 2000Other Business Activities
Timothy is a board member of the Nashville Sports Council, helping to bring sporting events to Nashville. He attends approximately 4 meetings per year, dedicating minimal time to this activity.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.