Taylor & Morgan Asset Management, LLC D/B/A Tm Advisors, L
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 156177
- SEC number
- 801-113195
- Firm type
- RIA
- Assets under management
- $512.5M as of Mar 9, 2026
- Website
- www.tmcpa.com/ASSETMANAGEMENT ↗
- Phone
- 248-688-9399
- Address
- 3150 Livernois Rd., Troy, MI, 48083
Advisors at this firm
7 in our index · page 1 of 1
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Brett James LongCRD 6340519 · Troy, MIIA Registered
-
Bryan Jeffrey LongCRD 6562843 · Troy, MIIA RegisteredRegistration inactive
-
Andrew Daniel MorganCRD 6863390 · Troy, MIIA Registered
-
Brett Ellis QuayleCRD 4720199 · Troy, MIIA RegisteredRegistration inactive
-
Robert Allen QuayleCRD 1096564 · Troy, MIIA RegisteredRegistration inactive
-
Robert Thomas TaylorCRD 5833240 · Troy, MIIA Registered
-
Brandon James TaylorCRD 8156993 · Charlotte, NCIA Registered
1–7 of 7
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 156177 ↗
FINRA BrokerCheck record for firm CRD 156177 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.