Inactive

Matthew Curtis Litzler

Waverly Advisors, LLC

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Current Employers

Waverly Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2025-10-23

WA RA
APPROVED

Since 2025-10-23

Branch Locations

450 Alaskan Way S Suite 500, Seattle, WA 98104 • 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

Organization	City	State	From	To
Laird Norton Wealth Management	Seattle	WA	01/2014	03/2020
Pacific Portfolio Consulting, Llc	Seattle	WA	03/2020	09/2025
Waverly Advisors, Llc	Birmingham	AL	09/2025	Present

01/2014 → 03/2020

Laird Norton Wealth Management

Seattle, WA
03/2020 → 09/2025

Pacific Portfolio Consulting, Llc

Seattle, WA
09/2025 → Present

Waverly Advisors, Llc

Birmingham, AL

Previous Registrations

2020-11-04 → 2025-12-23

Pacific Portfolio Consulting, Llc

Seattle, WA
2014-01-30 → 2020-03-23

Lnw

Seattle, WA
2009-02-20 → 2012-07-26

Mariner Wealth Advisors

Tulsa, OK
2008-01-01 → 2009-01-16

Wells Fargo Clearing Services, Llc

Tulsa, OK
2006-06-09 → 2008-01-01

A. G. Edwards & Sons, Inc.

Tulsa, OK

St. Louis, MO
2004-11-29 → 2006-05-08

Arvest Wealth Management

Tulsa, OK

Bartlesville, OK

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2013-07-12
S65	Uniform Investment Adviser Law Examination	2004-11-19

S63 Uniform Securities Agent State Law Examination

2013-07-12
S65 Uniform Investment Adviser Law Examination

2004-11-19

Designations

Other Names

Matt Litzler

View on SEC IAPD

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