Bryan Jeffrey Long
Investment adviser representative at Taylor & Morgan Asset Management, LLC d/b/a Tm Advisors, L
13 yearsExperience
3 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
13 years in the industry.
- Taylor Capital LLCJan 2022 to now
- Taylor & Morgan Asset Management, LLC d/b/a Tm Advisors, LSep 2017 to now
- Taylor & Morgan Asset ManagementJul 2017 to now
- Regulus Advisors, LLCApr 2017 to Jul 2017
- Saginaw Valley State UniversityMay 2013 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 3 states (MI, NC, TX).
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
- 6562843
- Firm CRD
- 156177