Adviser and broker representative · Secure Asset Management, L.l.c.
Taylor W. Armstrong
CRD 6984140 · Portland, OR
At a glance
Taylor W. Armstrong is an investment adviser representative with Secure Asset Management, L.l.c. in Portland, OR, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Taylor’s SEC record dates to 2019, about 7 years ago. Taylor is also registered as a broker representative.
Current advisory firm
- Secure Asset Management, L.l.c.Since May 2021Portland, OR · $871M in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Taylor’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
- 2 firmsLocked
- 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
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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 and FINRA BrokerCheck.