Michele Maria Fasanello

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

• 05/2019 → 03/2021
  Stonex Financial Inc.
  Birmingham, AL
• 05/2015 → 05/2019
  Auburn University
  Auburn, AL
• 08/2017 → 05/2019
  Auburn University
  Auburn, AL
• 09/2016 → 08/2017
  The Mint Julep Boutique
  Auburn, AL
• 05/2019 → 03/2021
  Stonex Group Inc.
  New York, NY
• 03/2021 → 12/2024
  Bcr Wealth Strategies
  Vestavia, AL
• 12/2024 → Present
  Waverly Advisors, Llc
  Birmingham, AL

Previous Registrations

• 2021-07-13 → 2024-11-27
  Bcr Wealth Strategies
  Vestavia, AL

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-13

Other Names

• Michele Fasanello
• Michele Maria Fasanello
• Michele M Fasanello