Brett
Long
Taylor & Morgan Asset Management, LLC
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About this Advisor
Brett Long is a certified financial planner working out of Flint, Michigan who has 1 year of relevant experience. Long currently works for Taylor & Morgan Asset Management, LLC. Throughout their career, they have worked at Michigan State University, Ortho Michigan, Elga Investment & Insurance, Plante Moran Financial Advisors, Taylor & Morgan Asset Managemen and Taylor Capital LLC. Long has a Series 65 license, designating them as an investment advisor representative, and is registered to operate in Michigan and North Carolina. Taylor & Morgan Asset Management, LLC is a business that has its headquarters in Flint, MI. The firm has offices in three locations and a total of eight people on staff. It controls $223 million in assets under management among its 879 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 879 customer accounts, just 11% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Taylor & Morgan Asset Management, LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial advice typically vary depending on the type of financial services offered. However, fee types charged by Taylor & Morgan Asset Management, LLC can be comprised of any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Taylor & Morgan Asset Management, LLC Brokerage Details
$223,147,281
8
879
$253,865
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Brett Long Work History
Brett has been registered as a financial advisor for 1 years.*
Taylor & Morgan Asset Managemen
Taylor Capital LLC
Plante Moran Financial Advisors
Elga Investment & Insurance
Ortho Michigan
Michigan State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brett Long to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Taylor & Morgan Asset Management, LLC
Flint, MI
Flint, MI
Flint, MI
Flint, MI
Flint, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
