Waverly Advisors, LLC
Waverly Advisors, LLC (CRD# 115332) is a financial advisory firm headquartered in Birmingham, AL. They manage $11,379,745,311 in 15,983 accounts and serve the financial needs of clients across 41 states (or territories).
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Total Assets Under Management11,380MILLION
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Total Number of Accounts15,983ACCOUNTS
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Average Account Value$711,991
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI
Victoria Chatman (CRD# 7485590) is an Investment Advisor Representative working at Waverly Advisors, LLC in Merrillville, IN and has 1 year of experience in the finance industry.
Dalton Clary (CRD# 7904940) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has 1 year of experience in the finance industry.
Colin Coine (CRD# 7356487) is an Investment Advisor Representative working at Waverly Advisors, LLC in Merrillville, IN and has 1 year of experience in the finance industry.
Evan Crouse (CRD# 7299127) is an Investment Advisor Representative working at Waverly Advisors, LLC in Huntsville, AL and has over 3 years of experience in the finance industry.
Harrison Deshazo (CRD# 7283556) is an Investment Advisor Representative working at Waverly Advisors, LLC in Austin, TX and has over 3 years of experience in the finance industry.
Ashlynne Husmann (CRD# 6867263) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 2 years of experience in the finance industry.
Blake Macke (CRD# 7423778) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 2 years of experience in the finance industry.
William McMahon (CRD# 7623318) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has 1 year of experience in the finance industry.
Kashish Meghani (CRD# 7457072) is an Investment Advisor Representative working at Waverly Advisors, LLC in Merrillville, IN and has over 2 years of experience in the finance industry.
Jonathan Osborne (CRD# 5653632) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 14 years of experience in the finance industry.