Brett James Long
Investment adviser representative at Taylor & Morgan Asset Management, LLC d/b/a Tm Advisors, L
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$512.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Taylor Capital LLCDec 2022 to now
- Taylor & Morgan Asset Management, LLC d/b/a Tm Advisors, LMar 2022 to now
- Taylor & Morgan Asset ManagemenMar 2022 to now
- Plante Moran Financial AdvisorsAug 2015 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (MI, NC).
Taylor & Morgan Asset Management, LLC d/b/a Tm Advisors, L
Legal name: Taylor & Morgan Wealth Management, LLC
$512.5MAssets managed
452Clients
7Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6340519
- Firm CRD
- 156177