Investment adviser representative · Long Lake Capital Management, LLC
Bryan J. Mortenson
CRD 5061871 · Birmingham, MI
At a glance
Bryan J. Mortenson is an investment adviser representative with Long Lake Capital Management, LLC in Birmingham, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Bryan’s SEC record dates to 2011, about 15 years ago.
Current advisory firm
- Long Lake Capital Management, LLCSince February 2021Birmingham, MI · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Bryan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.