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Simone Meeks

Chief Financial Officer of the Private Funds at Gerber/Taylor Management

No current adviser or broker registration

Simone Meeks is Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, a Memphis investment adviser managing $11.4B. Simone Meeks has past investment-adviser registrations through 1 firm and has passed the Series 65.

1
Past adviser firms
1
Licensing exams

From the IAPD record · data retrieved 18 October 2026 · page updated 20 October 2026SEC record

Career

Simone Meeks has been Chief Financial Officer of the Private Funds of Gerber/Taylor Management since October 2004. Simone Meeks is a control person of the firm and directly owns under 5% of it.

Gerber/Taylor Management LLC is a Memphis, TN firm with $11.4B under management, 95 clients and 19 advisers across 2 offices, as of its July 2026 filing.

Gerber | Taylor lists Simone T. Meeks in its Operations group.

  1. – · 16 years
    Memphis, TN · Adviser representative · Firm CRD 109319

Credentials and registrations

Examinations

Series 659 November 2004
Name
Uniform Investment Adviser Law Examination

Individual record

Full name
Simone Tullos Meeks
CRD
4866812

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Simone Meeks work?

Simone Meeks has been Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC since October 2004, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 1 July 2026

Does Simone Meeks have a current investment-adviser registration?

Simone Meeks has no current investment-adviser or broker registration.

Source: IAPD individual record, checked 18 October 2026

What exams has Simone Meeks passed?

Simone Meeks passed the Series 65 in November 2004.

Source: IAPD individual record, checked 18 October 2026

Where was Simone Meeks previously registered as an investment adviser?

Simone Meeks has past investment-adviser registrations through Gerber/taylor Management LLC, July 2006 to November 2022, across 1 firm.

Source: IAPD individual record, checked 18 October 2026

Leadership at Gerber/Taylor Management

Sources

  1. IAPD individual record, CRD 4866812. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Gerber/Taylor Management LLC, filed 1 July 2026. Title, control and ownership bands.
  3. Gerber/Taylor Management team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

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