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Tristan Mancisidor

Waverly Advisors, LLC

Lake Oswego, OR

Birmingham, AL

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Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-03-10
OR RA APPROVED 2026-01-30
  • WA RA
    APPROVED
    Since 2026-03-10
  • OR RA
    APPROVED
    Since 2026-01-30

Branch Locations

1 Centerpointe Drive Suite 120, Lake Oswego, OR 97035 • United States

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
Us Army (Usasoc) Fort Benning GA 01/2016 05/2020
Los Angeles Film School Hollywood CA 05/2020 04/2021
George Fox University Newberg OR 07/2021 05/2025
Pihl Financial Planning, Llc Portland OR 02/2023 04/2023
Cable Hill Partners, Llc Portland OR 06/2023 08/2023
Pure Portfolios Holdings, Llc Lake Oswego OR 06/2025 03/2026
George Fox University Newberg OR 07/2021 01/2023
Waverly Advisors, Llc Birmingham AL 01/2026 Present
  • 01/2016 → 05/2020
    Us Army (Usasoc)
    Fort Benning, GA
  • 05/2020 → 04/2021
    Los Angeles Film School
    Hollywood, CA
  • 07/2021 → 05/2025
    George Fox University
    Newberg, OR
  • 02/2023 → 04/2023
    Pihl Financial Planning, Llc
    Portland, OR
  • 06/2023 → 08/2023
    Cable Hill Partners, Llc
    Portland, OR
  • 06/2025 → 03/2026
    Pure Portfolios Holdings, Llc
    Lake Oswego, OR
  • 07/2021 → 01/2023
    George Fox University
    Newberg, OR
  • 01/2026 → Present
    Waverly Advisors, Llc
    Birmingham, AL
Previous Registrations
  • 2025-11-11 → 2026-03-10
    Pure Portfolios
    Lake Oswego, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-03
  • S65 Uniform Investment Adviser Law Examination
    2025-11-03

View on SEC IAPD

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Other Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR
CWM, LLC · Lake Oswego, OR
LPL FINANCIAL LLC · LAKE OSWEGO, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

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