Bryan Lee Taylor

Employer firm

Oak Street Advisors CRD 139400

$126M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Periodicals / newsletters

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

Current Employers

Oak Street Advisors

4420 Oleander Drive, Suite 202, Myrtle Beach, SC 29577 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2024-10-30

SC RA
APPROVED

Since 2024-10-30

Branch Locations

884 Allbritton Blvd Suite 215, Mt. Pleasant, SC 29464 • United States

4420 Oleander Drive, Suite 202, Myrtle Beach, SC 29577 • 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

Organization	City	State	From	To
Oak Street Advisors	Myrtle Beach	SC	08/2015	Present

08/2015 → Present

Oak Street Advisors

Myrtle Beach, SC

Other Businesses

Oleander CRE Group, LLC; not investment related; 884 Allbritton Blvd, Suite 215, Mt. Pleasant, SC 29466; commercial real estate; Start Date 4/13/2026; approximate number of hours per month: 0; President.

Employer firm

Current Employers

Oak Street Advisors

Disclosures

Employment History

Other Businesses

Designations

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