David Arden Emery

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

• 08/2011 → 03/2021
  The Marshall Financial Group, Inc.
  Doylestown, PA
• 03/2021 → 02/2025
  Planning Capital Management Corp
  Philadelphia, PA
• 12/2024 → Present
  Waverly Advisors, Llc
  Paoli, PA

Previous Registrations

• 2021-03-31 → 2025-02-06
  Planning Capital Management Corp.
  Paoli, PA
• 2011-09-09 → 2021-04-07
  The Marshall Financial Group, Inc
  Doylestown, PA
• 2005-05-06 → 2011-08-05
  Girard Investment Services, Llc
  Souderton, PA
  Souderton, PA
• 2004-06-22 → 2005-04-25
  Prometheus Capital Management Corp.
  Yardley, PA

Other Businesses

Temple University. Not Investment Related. 1852 N. 10th Street; Philadelphia, PA. 19122. Higher education institution. Adjunct Professor for public university. Began January 2021. 3 hours per month not during business hours, none during securities trading hours. Teaching a class on personal finance. $13,200 annual compensation.

Exams

• S66 Uniform Combined State Law Examination
  2002-12-06

Designations

• Certified Financial Planner