Sandra Bradley Carlson

Employer firm

Waverly Advisors, LLC CRD 115332

$29.9B regulatory AUM 69 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → Present
  Rinehart Wealth Management
  Charlotte, NC
• 04/2024 → Present
  Waverly Advisors, Llc
  Charlotte, NC

Previous Registrations

• 2013-11-26 → 2024-12-19
  Mcshane Partners
  Charlotte, NC
• 2006-11-28 → 2013-11-26
  Amb Wealth, Llc
  Thomasville, GA
• 2006-03-10 → 2006-08-04
  Symphonic Financial Advisors Llc
  New York, NY
• 2003-02-21 → 2004-05-17
  Synovus Securities, Inc.
  Columbus, GA

Other Businesses

1. RINEHART WEALTH MANAGEMENT; INVESTMENT-RELATED; 521 E. MOREHEAD STREET, SUITE 580, CHARLOTTE, NC 28202; REGISTERED INVESTMENT ADVISOR; FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER; AUGUST 2013; 170 HRS; FINANCIAL PLANNING FOR CLIENTS. 2. QUEENS UNIVERSITY; NON-INVESTMENT-RELATED; 1900 SELWYN AVENUE, CHARLOTTE, NC 28207; HIGHER EDUCATION, CFP PROGRAM INSTRUCTOR; AUGUST 2011; 12 HRS; ZERO DURING TRADING HOURS; TEACH TAX PLANNING COURSE. 3. EASTOVER INVESTMENT ADVISORS LLC; INVESTMENT-RELATED; 5605 CARNEGIE BLVD, CHARLOTTE, NC 28209; LLC MEMBER; SEPTEMBER 2009; ZERO HOURS; PERFORM NO DUTIES. 4. FINANCIAL PLANNING ASSOCIATION; NON-INVESTMENT-RELATED; 8019 REGENT PARK LANE, CHARLOTTE, NC, 28210; FINANCIAL PLANNING ASSOCIATION; DIRECTOR OF PROGRAMS; JANUARY 2012; 5 HRS; ZERO HRS; RESPONSIBLE FOR MONTHLY LUNCHEON SPEAKER SERIES.

Exams

• S66 Uniform Combined State Law Examination
  2002-05-20

Designations

• Certified Financial Planner

Other Names

• Sandra Denise Bradley