Bryan Taylor has been President, Chief Investment Officer, Chief Compliance Officer of Oak Street Advisors since May 2025, is a control person of the firm and directly owns 75% or more of it. Bryan Taylor holds an Executive Program in Financial Planning from the University of Georgia Terry College of Business. Bryan Taylor studied at Clemson University.
Oak Street Advisors Inc is a Myrtle Beach, SC firm with $126M under management, 159 clients and 2 advisers across 2 offices, as of its May 2026 filing.
Bryan Taylor is Owner and President of Oak Street Advisors. He works with the Oak Street team in the Mt. Pleasant office on financial plans and strategies. A year after joining the firm, he helped open its second location in Mount Pleasant, South Carolina, and over the following 10+ years he worked alongside his father to grow the family business.
- Oak Street AdvisorsCurrent– present · 8 yearsMt. Pleasant, SC · Adviser representative · Firm CRD 139400
Professional designations
Listed by Oak Street Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Bryan Taylor is registered as an investment adviser representative in South Carolina, since February 2018.
- South CarolinaSince 15 February 2018
Examinations
No examinations are on Bryan Taylor’s record.
- Full name
- Bryan Lee Taylor
- CRD
- 6434772
- Firm
- Oak Street Advisors · CRD 139400
- Role
- President, Chief Investment Officer, Chief Compliance Officer
- Office
- 884 Allbritton Blvd, Suite 215, Mt. Pleasant, SC 29464
- Registration
- Investment adviser registration
- In the industry since
- February 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oakadvisors.com
Where does Bryan Taylor work?
Bryan Taylor has been President, Chief Investment Officer, Chief Compliance Officer of Oak Street Advisors Inc since May 2025, and is a control person of the firm.
Is Bryan Taylor a financial advisor?
Yes. Bryan Taylor has a current investment-adviser registration in South Carolina, through Oak Street Advisors since February 2018.
How many years of experience does Bryan Taylor have?
Bryan Taylor has 8 years in the financial industry, since February 2018, across 1 adviser firm.
Where is Bryan Taylor based?
Bryan Taylor’s registered office is in Mt. Pleasant, SC.
Is Bryan Taylor registered with FINRA?
No. Bryan Taylor has no current broker registration.
Is Bryan Taylor a CFP?
Oak Street Advisors lists Bryan Taylor with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Bryan Taylor’s record?
Search CRD 6434772 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryan Taylor’s full registration record.