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Brandon James Taylor

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

Troy, MI

Charlotte, NC

CRD 8156993

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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
MI RA APPROVED 2025-12-02
NC RA APPROVED 2025-12-02
TX RA APPROVED 2025-12-02
  • MI RA
    APPROVED
    Since 2025-12-02
  • NC RA
    APPROVED
    Since 2025-12-02
  • TX RA
    APPROVED
    Since 2025-12-02

Branch Locations

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

1213 W. Morehead St 5Th Floor, Charlotte, NC 28208 • 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
Taylor & Morgan Wealth Management, Llc Charlotte NC 07/2025 Present
Pricewaterhousecoopers Charlotte NC 10/2021 07/2025
Student Matthews NC 08/2017 10/2021
Novant Health Matthews NC 05/2017 08/2017
Student Matthews NC 08/2015 05/2017
Taylor Capital, Llc Charlotte NC 07/2025 Present
  • 07/2025 → Present
    Taylor & Morgan Wealth Management, Llc
    Charlotte, NC
  • 10/2021 → 07/2025
    Pricewaterhousecoopers
    Charlotte, NC
  • 08/2017 → 10/2021
    Student
    Matthews, NC
  • 05/2017 → 08/2017
    Novant Health
    Matthews, NC
  • 08/2015 → 05/2017
    Student
    Matthews, NC
  • 07/2025 → Present
    Taylor Capital, Llc
    Charlotte, NC
Other Businesses

Brandon James Taylor is a consultant at Taylor Capital, LLC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-02
  • S65 Uniform Investment Adviser Law Examination
    2025-12-02

View on SEC IAPD

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Nearby Offices

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