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Carson Lee Eddy

Waverly Advisors, LLC

Birmingham, AL

CRD 7998328

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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:

Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-10-23
  • AL RA
    APPROVED
    Since 2024-10-23

Branch Locations

600 University Park Place Suite 501, Birmingham, AL 35209 • 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
Waverly Advisors, Llc Birmingham AL 10/2022 Present
Cahaba Wealth Management, Llc Birmingham AL 05/2022 10/2022
Strategic Financial Partners Birmingham AL 05/2021 08/2021
Samford University Homewood AL 08/2018 05/2022
Briarwood High School Birmingham AL 08/2014 08/2018
  • 10/2022 → Present
    Waverly Advisors, Llc
    Birmingham, AL
  • 05/2022 → 10/2022
    Cahaba Wealth Management, Llc
    Birmingham, AL
  • 05/2021 → 08/2021
    Strategic Financial Partners
    Birmingham, AL
  • 08/2018 → 05/2022
    Samford University
    Homewood, AL
  • 08/2014 → 08/2018
    Briarwood High School
    Birmingham, AL
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Birmingham, AL

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