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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-05 |
| MS | RA | APPROVED | 2023-12-08 |
Branch Locations
9500 Koger Boulevard North Suite 104, St. Petersburg, FL 33702 • United States
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Holifield Financial Advisory Services/Prosper Financial Advisers | St. Petersburg | FL | 08/2008 | 04/2024 |
| Waverly Advisors, Llc | St. Petersburg | FL | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
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