Bryan
Long

Taylor & Morgan Asset Management, LLC

CRD#6562843
Investment Advisor
in Flint, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

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

Series 65

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

2302 Stonebridge Drive Building D
Flint, MI 48532

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Taylor & Morgan Asset Management, LLC Brokerage Details

Total Assets Under Management

$159,449,695

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

6

MI Average: 21
Total Number of Accounts

724

MI Average: 1,586
Average Account Size

$220,234

MI Average: $594,845

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2017 - Present (4 years)

Regulus Advisors, LLC

2017 - Present (4 years)

Taylor & Morgan Asset Management

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

2011 - 2013 (2 years)

Clio Golf & Country Club

2009 - 2013 (4 years)

Clio High School

Disclosures

Bryan Long has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Taylor & Morgan Asset Management, LLC

Robert Taylor
Flint, MI
Bryan Long
Flint, MI
Andrew Morgan
Flint, MI
William Morgan
Flint, MI

This content was compiled from the SEC and FINRA.

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started