Unclaimed Profile

Robert Thomas Taylor

TAYLOR & MORGAN WEALTH MANAGEMENT, LLC·FLINT, Michigan

Series 7, Series 66Clean record15 years registeredTAYLOR & MORGAN WEALTH MANAGEMENT, LLC

2302 STONEBRIDGE DRIVE, FLINT, MI 48532CRD# 5833240Firm CRD# 156177

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Thomas Taylor · FLINT, MI

Registration

CRD #5833240 · TAYLOR & MORGAN WEALTH MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L

Mar 2011 – present

1ST GLOBAL ADVISORS INC

Oct 2010 – Mar 2011

FLINT, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · October 6, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TAYLOR & MORGAN WEALTH MANAGEMENT, LLC

CRD 156177 · SEC 801-113195

AUM

$278M

Regulatory assets under management

Employees

935 client accounts

Services offered by TAYLOR & MORGAN WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TAYLOR & MORGAN WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Thomas Taylor offer?

Robert Thomas Taylor specializes in Financial Planning, Investment Management. Contact their office in FLINT, Michigan for a consultation.

What are Robert Thomas Taylor's credentials?

Robert Thomas Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Thomas Taylor located?

Robert Thomas Taylor is based in FLINT, Michigan, working with TAYLOR & MORGAN WEALTH MANAGEMENT, LLC. Their office serves clients in the FLINT metropolitan area and surrounding communities.

How does Robert Thomas Taylor charge for services?

Robert Thomas Taylor's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TAYLOR & MORGAN WEALTH MANAGEMENT, LLC?

TAYLOR & MORGAN WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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