Timothy Roberson
Timothy Roberson is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Brentwood, TN, with 34 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236,191 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee rate for the Summit Program is up to 1.00% of assets under management. Other programs have separate fee schedules detailed in respective program brochures. Fees are generally negotiable.
Fee Estimator
Location
100 Winners Circle, Suite 310, Brentwood, TN, 37027
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2025Customer Dispute
May 2017Customer 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 Registrations29 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.
Exams
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