Brett E. Quayle

QUAYLE & CO. SECURITIES

GRAND BLANC, MI 48439

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CRD#: 4720199

Professional summary

Brett Ellis Quayle, CFP® is a registered financial advisor currently at QUAYLE & CO. SECURITIES located in Grand Blanc, Michigan and TAYLOR & MORGAN ASSET MANAGEMENT, LLC located in Troy, Michigan.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Brett has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Ellis Quayle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

January 13, 2011 - Present

QUAYLE & CO. SECURITIES

Office #1: 9400 S. Saginaw Street Suite B, Grand Blanc, MI 48439

RIA

CRD#: 21335

GRAND BLANC, MI

Current

October 27, 2016 - Present

TAYLOR & MORGAN ASSET MANAGEMENT, LLC

Office #1: 3150 Livernois Rd. Suite 175, Troy, MI 48083

RIA

CRD#: 156177

Troy, MI

Past

July 15, 2005 - January 2, 2019

QUAYLE & CO. SECURITIES

CRD#: 21335

Grand Blanc, MI

Past

November 7, 2003 - January 12, 2004

GREAT POINT CAPITAL LLC

CRD#: 114203

CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TAYLOR & MORGAN ASSET MANAGEMENT, LLC

TAYLOR & MORGAN ASSET MANAGEMENT | TM ADVISORS | TAYLOR & MORGAN WEALTH MANAGEMENT, LLC | TAYLOR & MORGAN QUAYLE FINANCIAL, LLC | TAYLOR & MORGAN ASSET MANAGEMENT, LLC

CRD#: 156177 / SEC#: 801-113195

RIA

Registered Investment Advisory firm - (5/8/2018 Approved)

Michigan

Registered Investment Advisory firm - (5/16/2018 Terminated)

North Carolina

Registered Investment Advisory firm - (5/16/2018 Terminated)

Ohio

Registered Investment Advisory firm - (5/14/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(1/13/2011)

IAR

Texas
(3/11/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/24/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/6/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/2/2008

General Securities Principal Examination

Current Firm

TAYLOR & MORGAN ASSET MANAGEMENT, LLC

TAYLOR & MORGAN ASSET MANAGEMENT | TM ADVISORS | TAYLOR & MORGAN WEALTH MANAGEMENT, LLC | TAYLOR & MORGAN QUAYLE FINANCIAL, LLC | TAYLOR & MORGAN ASSET MANAGEMENT, LLC

CRD#: 156177 / SEC#: 801-113195

RIA

Registered Investment Advisory firm - (5/8/2018 Approved)

Michigan

Registered Investment Advisory firm - (5/16/2018 Terminated)

North Carolina

Registered Investment Advisory firm - (5/16/2018 Terminated)

Ohio

Registered Investment Advisory firm - (5/14/2018 Terminated)

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Contact information

Main Address

3150 Livernois Rd. Suite 175, Troy, MI 48083

Mailing Address

Phone number

(248) 688-9399

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV FORM 2A (10/2/2025)

Regulatory assets under management

Total Number of Accounts	995
AUM (Assets Under Management)	$ 326,999,538

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Brett E. Quayle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Ellis Quayle's CRS (Customer Relationship Summary).

Certified licenses

Experience

TAYLOR & MORGAN ASSET MANAGEMENT, LLC

QUAYLE & CO. SECURITIES

GREAT POINT CAPITAL LLC

Primary Firm SEC Registration

TAYLOR & MORGAN ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/24/2005

SIE

Date: 10/1/2018

Series 7

Date: 11/6/2003

Series 24

Date: 2/2/2008

Current Firm

TAYLOR & MORGAN ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TAYLOR & MORGAN ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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