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Michael Thomas Whitney

Waverly Advisors, LLC

Boston, MA

Birmingham, AL

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Current Employers
Waverly Advisors, Llc

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-10-10
  • MA RA
    APPROVED
    Since 2025-10-10

Branch Locations

211 Congress Street Ste. 901, Boston, MA 02110 • United States

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nbw Capital, Llc Boston MA 10/2014 05/2026
Waverly Advisors, Llc Boston MA 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-08-26
  • S63 Uniform Securities Agent State Law Examination
    1998-08-26
Designations

View on SEC IAPD

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