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Inactive

Frank Christopher Greekas

Waverly Advisors, LLC

Birmingham, AL

Seattle, WA

CRD 8073462

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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
WA RA APPROVED 2025-10-22
  • WA RA
    APPROVED
    Since 2025-10-22

Branch Locations

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

450 Alaskan Way S, Seattle, WA 98104 • 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
Pacific Portfolio Consulting, Llc Seattle WA 07/2022 09/2025
Dear Cleo, Llc Bellevue WA 02/2022 06/2022
Washington State University Pullman WA 08/2018 12/2021
City Of Seattle Seattle WA 11/2016 08/2019
Ballard High School Seattle WA 04/2014 05/2018
Waverly Advisors, Llc Birmingham AL 09/2025 Present
  • 07/2022 → 09/2025
    Pacific Portfolio Consulting, Llc
    Seattle, WA
  • 02/2022 → 06/2022
    Dear Cleo, Llc
    Bellevue, WA
  • 08/2018 → 12/2021
    Washington State University
    Pullman, WA
  • 11/2016 → 08/2019
    City Of Seattle
    Seattle, WA
  • 04/2014 → 05/2018
    Ballard High School
    Seattle, WA
  • 09/2025 → Present
    Waverly Advisors, Llc
    Birmingham, AL
Previous Registrations
  • 2025-04-28 → 2025-12-23
    Pacific Portfolio Consulting, Llc
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-28
  • S65 Uniform Investment Adviser Law Examination
    2025-04-28

View on SEC IAPD

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