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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-03 |
Branch Locations
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
4420 Cooper Rd, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waverly Advisors | Cincinnati | OH | 10/2024 | Present |
| 9258 Wealth Management | Cincinnati | OH | 07/2024 | 10/2024 |
| Kenwood Country Club | Cincinnati | OH | 06/2021 | Present |
| Xavier University | Cincinnati | OH | 08/2019 | 12/2023 |
| Chick-Fil-A | Cincinnati | OH | 07/2020 | 10/2021 |
| Sharp's Valet Parking Services | Cincinnati | OH | 09/2018 | 06/2021 |
| Stephen T. Badin High School | Hamilton | OH | 08/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-02 |
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