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Waverly Advisors, LLC CRD 115332
$29.9B regulatory AUM 69 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-22 |
| TX | RA | APPROVED | 2024-10-22 |
Branch Locations
1502 University Blvd Unit D, Hamilton, OH 45011 • United States
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Natl Retirement Consultants Inc. | Hamilton | OH | 02/1997 | 01/2020 |
| 9258 Wealth Management, Llc | Cincinnati | OH | 01/2020 | 12/2024 |
| Waverly Advisors, Llc | Hamilton | OH | 10/2024 | Present |
Groth Law Firm LLC, estate planning, probate, tax work, 6-10 hours per week.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-06-16 |
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