Elizabeth Lyerly Brasher

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

• 09/2019 → 01/2022
  Warren Averett Asset Management, Llc
  Birmingham, AL
• 11/2017 → 09/2019
  Oakworth Capital Bank
  Montgomery, AL
• 03/2016 → 11/2017
  Regions Bank
  Montgomery, AL
• 01/2022 → Present
  Waverly Advisors, Llc
  Birmingham, AL

Other Businesses

RealtySouth - Investment Related - 105 Euclid Avenue, Birmingham, AL 35213 - real estate broker - real estate agent - 12/2017 - 0 hours per month and 0 during trading hours Brasher Design Studio, LLC - Not Investment-Related - 1300 Shades Terrace, Irondale, AL 35210 - Dale's landscape architect LLC - owner/manager - Helped incorporate the business and is the registered agent - November 2021 - 2 months - 0 hours during trading hours - Manages payroll, expenses, tax issues, etc. LandBurro, LLC - Not Investment-Related - 1300 Shades Terrace, Irondale, AL 35210 - Daily Land Rentals - Owner/Manager - Helped incorporate the business and is the registered agent - June 2021 - 2 months - 0 hours during trading hours - Manages payroll, expenses, tax issues, etc.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-30

Other Names

• Elizabeth Lyerly