Bryan
Long

Taylor & Morgan Asset Management, LLC

CRD#6562843
Investment Advisor
in Troy, MI

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About this Advisor

Bryan Long is a financial advisor based in Troy, Michigan, working with Taylor & Morgan Asset Management, LLC. Bryan has previously held positions at Regulus Advisors, LLC, Knights Facilities Management, Orthomichigan, Metropolitan Life Insurance, Saginaw Valley State University, Taylor & Morgan Asset Management, and Taylor Capital LLC. Bryan has passed the Series 65 regulatory exam and is registered to provide services in Michigan, North Carolina, and Texas. Currently, Bryan is part of Taylor & Morgan Asset Management, LLC, which operates out of Troy, Michigan. The firm has 3 offices and 7 employees. The firm manages assets totaling $277.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Taylor & Morgan Asset Management, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

3150 Livernois Rd. Suite 175
Troy, MI 48083

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Taylor & Morgan Asset Management, LLC Brokerage Details

Total Assets Under Management

$277,511,235

MI Average: $943,424,332
Total Number of Employees

7

MI Average: 21
Total Number of Accounts

935

MI Average: 1,586
Average Account Size

$296,803

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Bryan Long Work History

2022 - Present (2 years)

Taylor Capital LLC

2017 - Present (7 years)

Taylor & Morgan Asset Management

2017 - 2017 (< 1 year)

Regulus Advisors, LLC

2016 - 2016 (< 1 year)

Regulus Advisors, LLC

2015 - 2015 (< 1 year)

Orthomichigan

2015 - 2016 (1 year)

Metropolitan Life Insurance

2014 - 2014 (< 1 year)

Knights Facilities Management

2013 - 2017 (4 years)

Saginaw Valley State University

Disclosures

Please visit the SEC profile of Bryan 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

Bryan Long
Troy, MI
Andrew Morgan
Troy, MI
Brett Long
Troy, MI
Robert Taylor
Troy, MI

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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