Taylor Armstrong has been an investment adviser representative at Secure Asset Management since May 2021, and is not listed among the firm’s executive officers or direct owners. Taylor Armstrong studied Carson School of Business at Washington State University.
Secure Asset Management, L.L.C. is a Troy, MI firm with $871M under management, 2,877 clients and 54 advisers across 32 offices, as of its August 2026 filing.
Taylor Armstrong is Senior Exchange Advisor of Real Estate Transition Solutions. He serves as a 1031 Exchange Advisor, working with investment property owners to understand their properties, financial objectives and lifestyle goals, and educating them about the 1031 Exchange process. Earlier, he worked as a Financial Planner at Voya Financial, where he gained experience in analyzing client portfolios and needs.
Taylor Armstrong’s longest registration is the current one, 5 years at Secure Asset Management since 2021. Before joining Secure Asset Management in 2021, Taylor Armstrong was registered through Concorde Asset Management, LLC and Voya Financial Advisors, Inc.
- Concorde Asset Management, LLC– · 1 yearMercer Island, WA · Adviser representative · Firm CRD 140367
- Voya Financial Advisors, Inc.– · under a yearBellevue, WA · Adviser representative · Firm CRD 2882
Investment adviser representative registrations
Taylor Armstrong is registered as an investment adviser representative in Washington, since May 2021.
- WashingtonSince 24 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 20 November 2018 |
| Series 7TO | General Securities Representative Examination | 5 November 2018 |
| SIE | Securities Industry Essentials Examination | 16 October 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Taylor Wilson Armstrong
- CRD
- 6984140
- Firm
- Secure Asset Management · CRD 144046
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2019
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- re-transition.com
Where does Taylor Armstrong work?
Taylor Armstrong is an investment adviser representative registered through Secure Asset Management, L.L.C. since May 2021, and is not listed among the firm’s executive officers or direct owners.
Is Taylor Armstrong a financial advisor?
Yes. Taylor Armstrong has a current investment-adviser registration in Washington, through Secure Asset Management since May 2021.
How many years of experience does Taylor Armstrong have?
Taylor Armstrong has 7 years in the financial industry, since September 2019, across 3 adviser firms.
What exams has Taylor Armstrong passed?
Taylor Armstrong has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in October 2018.
Where did Taylor Armstrong work before Secure Asset Management?
Before Secure Asset Management, Taylor Armstrong was registered through Concorde Asset Management, LLC, March 2020 to April 2021; Voya Financial Advisors, Inc., January 2019 to June 2019.
Is Taylor Armstrong registered with FINRA?
Yes. Taylor Armstrong has a current broker registration, under CRD 6984140.
Source: FINRA BrokerCheck
How can I verify Taylor Armstrong’s record?
Search CRD 6984140 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Taylor Armstrong’s full registration record.