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Waverly Advisors, LLC CRD 115332
$29.9B regulatory AUM 69 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-03-03 |
| WA | RA | APPROVED | 2026-03-03 |
Branch Locations
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
1 Centerpointe Drive Suite 120, Laske Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Lake Oswego | OR | 01/2025 | 02/2026 |
| Portland General Electric | Portland | OR | 10/2020 | 01/2025 |
| Deloitte & Touche | Seattle | WA | 10/2017 | 10/2020 |
| Gonzaga University | Spokane | WA | 09/2013 | 05/2017 |
| Gonzaga University - Graduate School Of Business | Spokane | WA | 01/2015 | 05/2017 |
| The Original Pancake House | Salem | OR | 05/2010 | 09/2017 |
| Waverly Advisors, Llc | Birmingham | AL | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-15 |
| S65 | Uniform Investment Adviser Law Examination | 2024-03-09 |
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