Colette Parrilli Robinson

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

• 06/2019 → 07/2026
  Valic Financial Advisors
  Tampa, FL
• 08/2017 → 04/2019
  University Of South Florida
  Tampa, FL
• 08/2016 → 05/2020
  University Of South Florida
  Tampa, FL
• 12/2022 → 07/2026
  Agia
  Houston, TX
• 07/2026 → Present
  Waverly Advisors, Llc
  Birmingham, AL

Previous Registrations

• 2022-09-15 → 2026-07-30
  Valic Financial Advisors, Inc.
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-09-13

Other Names

• Colette Parrilli
• Colette Parrilli