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Taylor Osasere Brown

Sage Mountain Advisors, LLC

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About Taylor Osasere Brown

Taylor Brown is a registered Investment Advisor Representative with Sage Mountain Advisors, LLC. Taylor has been in the financial industry since June 2016, working for firms such as Merrill Lynch and Sage Mountain Advisors. Taylor holds the Series 66, Series 7, and SIE licenses. Taylor's specializations include Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Pooled Investment Vehicles. The firm is located in Atlanta, Georgia and serves high net worth individuals, charitable organizations, and pooled investment vehicles.

Firm Information

Taylor Brown is currently registered with Sage Mountain Advisors, LLC. Sage Mountain Advisors, LLC is an investment advisor based in Atlanta, Georgia. The firm provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. The firm primarily manages assets for high-net-worth individuals, charitable organizations, and pooled investment vehicles, managing approximately $2.19 billion in assets.
Sage Mountain Advisors, LLC

945 EAST PACES FERRY ROAD NE

ATLANTA, GA 30326

$2.19B

Assets Under Management

7

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Minimum fees and reporting fees

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Taylor Brown’s Registration & Firm History

GA

09/05/2024 - Present

Sage Mountain Advisors, LLC (ATLANTA GA)

GA

11/28/2017 - 07/12/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 03/05/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Taylor Osasere Brown.
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