Brett James Long
Investment Adviser Representative at Taylor & Morgan Asset Management, LLC D/b/a TM Advisors, L
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brett James Long is an investment adviser representative with Taylor & Morgan Asset Management, LLC D/b/a TM Advisors, L in Troy, MI, where they have been registered since 2022. They have worked in the securities industry since 2016 and were previously registered with Plante Moran Financial Advisors. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Michigan and North Carolina.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan, North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Plante Moran Financial AdvisorsAug 2015 – no end date reportedSouthfield, MI
- Taylor & Morgan Asset ManagemenMar 2022 – no end date reportedFlint, MI
- Taylor Capital LLCDec 2022 – no end date reportedFlint, MI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Taylor & Morgan Asset Management, LLC D/b/a TM Advisors, L
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- First $1,000,0001.00%
- Above $1,000,0000.75%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Tax management & planning, business consulting, accounting, business valuations, merger & acquisition advising, and audit & assurance
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Troy, MI
- Founded:
- 1982
- SEC file number:
- 801-113195
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 9, 2026
View full firm profileOther advisors at Taylor & Morgan Asset Management, LLC D/b/a TM Advisors, L
6 other advisors in the directory
Similar advisors in Troy, MI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brett James Long has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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