Taylor Osasere Brown
Investment adviser representative at Sage Mountain Advisors, LLC
13 yearsExperience
1 stateRegistered in
$4.3BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Sage Mountain Advisors, LLCJul 2024 to now
- Bank of America Merill LynchJul 2017 to Jul 2024
- Princeton UniversityJan 2014 to May 2017
- Jadwin GymnasiumAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (GA).
Sage Mountain Advisors, LLC
$4.3BAssets managed
193Clients
21Advisers
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
- 6666175
- Firm CRD
- 298593