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Robert Allen Quayle

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

Troy, MI

Quayle Financial Group, LLC

Grand Blanc, MI

CRD 1096564

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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
OH RA APPROVED 2017-03-10
MI RA APPROVED 2016-11-22
  • TX RA
    APPROVED
    Since 2019-03-11
  • OH RA
    APPROVED
    Since 2017-03-10
  • MI RA
    APPROVED
    Since 2016-11-22

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 2010-12-21
OH RA APPROVED 2006-12-20
  • MI RA
    APPROVED
    Since 2010-12-21
  • OH RA
    APPROVED
    Since 2006-12-20

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
A.L. Williams Westlake OH 02/1982 Present
Quayle & Co. Securities Flint MI 11/1987 12/2018
Quayle Financial Group Grand Blanc MI 11/2004 Present
Taylor & Morgan Asset Management Flint MI 11/2016 Present
  • 02/1982 → Present
    A.L. Williams
    Westlake, OH
  • 11/1987 → 12/2018
    Quayle & Co. Securities
    Flint, MI
  • 11/2004 → Present
    Quayle Financial Group
    Grand Blanc, MI
  • 11/2016 → Present
    Taylor & Morgan Asset Management
    Flint, MI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-04-12
  • S63 Uniform Securities Agent State Law Examination
    1983-04-12
Other Names
  • Bob Quayle

View on SEC IAPD

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