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Brett J. Long
TAYLOR & MORGAN ASSET MANAGEMENT
Troy, MI 48083
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CRD#: 6340519
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Professional summary
Brett James Long, CFP® is a registered financial advisor currently at 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 2016. Brett has worked at 2 firms and has passed the Series 65 exam.
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.
1) Taylor Capital, LLC; Investment related: Yes; Location: 2302 Stonebridge Drive, Bldg. D Flint MI 48532 United States; Description: Taylor Capital, LLC is the general partner of the Dormie Private Real Estate Fund. This fund launched in October of 2022. ; Position Title: Consultant; Responsibilities Duties: investment analysis and compliance overview ; Start date: 2022-12-31; Hours per month during trading hours: 20; Hours per month outside trading hours: 10.
CRS (Client Relationship Summary) - RIA
Click below to view Brett James Long's 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®
Experience
Current
March 16, 2022 - Present
TAYLOR & MORGAN ASSET MANAGEMENT, LLC
Office #1: 3150 Livernois Rd. Suite 175, Troy, MI 48083RIA
CRD#: 156177
Troy, MI
Past
May 26, 2016 - March 7, 2022
PLANTE MORAN FINANCIAL ADVISORS
RIA
CRD#: 112158
SOUTHFIELD, MI
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".
T&
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)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(3/16/2022)
IAR
North Carolina(3/16/2022)
Current Firm
T&
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)Upgrade to AdvisorCheck Premium
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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
7
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 995 |
| AUM (Assets Under Management) | $ 326,999,538 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
