Clayton Michael Reynolds

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

• 05/2016 → 12/2016
  Mwa Financial Services Ince
  Rock Island, IL
• 05/2016 → 12/2016
  Modern Woodmen Of America
  Rock Island, IL
• 12/2016 → 12/2017
  Raymond James & Associates
  Blue Ash, OH
• 01/2018 → 12/2024
  9258 Wealth Management, Llc
  Blue Ash, OH
• 10/2024 → Present
  Waverly Advisors, Llc
  Cincinnati, OH

Previous Registrations

• 2018-01-09 → 2024-12-02
  9258 Wealth Management, Llc
  Blue Ash, OH
• 2016-12-21 → 2017-12-31
  Raymond James & Associates, Inc.
  Blue Ash, OH
• 2016-05-20 → 2016-12-20
  Mwa Financial Services Inc.
  Wilmington, OH
• 2015-04-17 → 2016-04-20
  Raymond James Financial Services Advisors, Inc
  Mount Orab, OH
• 2014-01-21 → 2015-04-15
  Cetera Investment Advisers Llc
  Mt Orab, OH
  Schaumburg, IL
• 2012-11-30 → 2014-01-21
  Cetera Investment Services Llc
  Blanchester, OH
  Mt. Orab, OH
  New Vienna, OH
  Batavia, OH
  Williamsburg, OH
  Owensville, OH

Exams

• S66 Uniform Combined State Law Examination
  2012-11-29