Bryan L. Taylor
OAK STREET ADVISORS
Mt. Pleasant, SC 29464
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CRD#: 6434772
Professional summary
Bryan Lee Taylor, CFP® is a registered financial advisor currently at OAK STREET ADVISORS located in Mt. Pleasant, South Carolina.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Bryan has worked at 1 firm .
Biography
I started my financial planning career in 2013, working at a small advisory firm on the ground floor-- learning the basics of running a succesful financial advising business. At the same time I studied for and obtained my CFP certification.
In 2015 I joined the family business-- founded on the principles of providing objective fiduciary planning and asset management within a fee-only structure. My passion is helping our clients achieve not only their financial goals, but their life goals as well.
When I'm away from the office, I enjoy playing golf, boating, and relaxing on the beach with my wife Laura and daughter Riley.
Question & Answer
What are your service offerings?
Insurance Planning
Small Business Planning
Tax Planning
Health Care
Retirement Planning
Inheritance
Retirement Income Management
Investment Planning
Employee and Employer Plan Ben...
Education Planning
Estate Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
College/Education Planning
Investment Advice with Ongoing...
Novice Investors
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
What is your minimum asset requirement?
250K
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.
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Lee Taylor'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®
CFP®
Start date: 2018
Experience
Current
February 15, 2018 - Present
OAK STREET ADVISORS
Office #1: 884 Allbritton Blvd Suite 215, Mt. Pleasant, SC 29464RIA
CRD#: 139400
Mt. Pleasant, SC
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
Georgia(9/12/2025)
IAR
South Carolina(2/15/2018)
Exams
Current Firm
OAK STREET ADVISORS
OAK STREET ADVISORS | OAK STREET ADVISORS INC
CRD#: 139400 / SEC#:
Georgia
Registered Investment Advisory firm - (9/12/2025 Approved)North Carolina
Registered Investment Advisory firm - (1/20/2006 Approved)South Carolina
Registered Investment Advisory firm - (11/29/2006 Approved)Texas
Registered Investment Advisory firm - (12/19/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1335 44th Ave N. Suite 201, Myrtle Beach, SC 29577
Mailing Address
884 Allbritton Blvd Suite 215, Mt. Pleasant, SC 29464
Phone number
(843) 946-9868
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 134 |
| AUM (Assets Under Management) | $ 99,158,070 |
Red Flags
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