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Lisa Evelyn Bracken

Waverly Advisors, LLC

Birmingham, AL

West Barnstable, MA

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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 2025-11-07
  • MA RA
    APPROVED
    Since 2025-11-07

Branch Locations

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

1095 Main Street (Route 6A), West Barnstable, MA 02668 • 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
Bridge Creek Capital Management Llc West Barnstable MA 09/2019 10/2025
Household Forestdale MA 06/2018 09/2019
Town Of Bellingham Bellingham MA 11/2015 06/2018
Waverly Advisors, Llc Birmingham AL 10/2025 Present
  • 09/2019 → 10/2025
    Bridge Creek Capital Management Llc
    West Barnstable, MA
  • 06/2018 → 09/2019
    Household
    Forestdale, MA
  • 11/2015 → 06/2018
    Town Of Bellingham
    Bellingham, MA
  • 10/2025 → Present
    Waverly Advisors, Llc
    Birmingham, AL
Previous Registrations
  • 2020-11-25 → 2025-12-09
    Bridge Creek Capital Management Llc
    West Barnstable, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-05
  • S65 Uniform Investment Adviser Law Examination
    2020-08-05
Other Names
  • Lisa Bracken

View on SEC IAPD

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