Taylor & Morgan Asset Management, LLC
About this Advisor
Bryan Long is an investment advisor whose office is in Flint, Michigan. Currently an advisor at Taylor & Morgan Asset Management, LLC, they have accumulated 11 years of practice as a financial advisor. Long has a Series 65 license, certifying the advisor as an investment advisor representative. Long is registered to serve customers in Michigan, North Carolina and Texas. During their career, Long has held roles at Regulus Advisors, LLC, Clio Golf & Country Club, Knights Facilities Management, Orthomichigan, Metropolitan Life Insurance, Clio High School, Saginaw Valley State University and Taylor & Morgan Asset Management. Taylor & Morgan Asset Management, LLC is headquartered in Flint, Michigan, and has three other offices in the country. In total, Taylor & Morgan Asset Management, LLC oversees $159 million in assets throughout 724 client accounts and retains six staff members. The level of assets currently under the firm's management makes it one of the mid-sized investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 9% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Taylor & Morgan Asset Management, LLC can offer financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm may charge clients asset-based and hourly fees.
Certifications and Registrations
Years of Experience
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Taylor & Morgan Asset Management, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Bryan Long Work History
Bryan has 11 years of experience.
Regulus Advisors, LLC
Taylor & Morgan Asset Management
Regulus Advisors, LLC
Metropolitan Life Insurance
Knights Facilities Management
Saginaw Valley State University
Clio Golf & Country Club
Clio High School
Bryan Long has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Taylor & Morgan Asset Management, LLC
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.