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Brett Ellis Quayle

Taylor & Morgan Asset Management, LLC D/B/A Tm Advisors, L

Troy, MI

Quayle Financial Group, LLC

Grand Blanc, MI

CRD 4720199

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Employer firm

Taylor & Morgan Asset Management, LLC D/B/A Tm Advisors, L CRD 156177

$513M regulatory AUM 20 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars
  • MERGERS & ACQUISITIONS ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Taylor & Morgan Asset Management, Llc D/B/A Tm Advisors, L

3150 Livernois Rd. Suite 175, Troy, MI 48083 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-03-11
MI RA APPROVED 2016-10-27
  • TX RA
    APPROVED
    Since 2019-03-11
  • MI RA
    APPROVED
    Since 2016-10-27

Branch Locations

3150 Livernois Rd. Suite 175, Troy, MI 48083 • United States

Quayle Financial Group, Llc

9400 S. Saginaw Street Suite B, Grand Blanc, MI 48439 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2011-01-13
  • MI RA
    APPROVED
    Since 2011-01-13

Branch Locations

9400 S. Saginaw Street Suite B, Grand Blanc, MI 48439 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Quayle & Co. Securities Flint MI 10/2005 Present
Taylor & Morgan Asset Management Flint MI 10/2016 Present
  • 10/2005 → Present
    Quayle & Co. Securities
    Flint, MI
  • 10/2016 → Present
    Taylor & Morgan Asset Management
    Flint, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-24
  • S66 Uniform Combined State Law Examination
    2005-10-24
Designations
  • Certified Financial Planner

View on SEC IAPD

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