Christopher Rhoades

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2026 → Present
  Waverly Advisors, Llc
  Birmingham, AL
• 06/2024 → 07/2024
  Positive Equity
  Zagreb
• 06/2023 → 08/2023
  B&C Enterprises
  Lincolnshire, IL
• 05/2021 → 08/2021
  Carefree Boat Club
  Chicago, IL
• 01/2022 → 12/2025
  University Of Miami
  Coral Gables, FL
• 09/2017 → 05/2021
  Lake Forest Academy
  Lake Forest, IL
• 01/2026 → 03/2026
  Unemployed
  Lake Forest, IL
• 05/2021 → 12/2021
  Unemployed
  Lake Forest, IL
• 01/2016 → 09/2017
  Lake Bluff Middle School
  Lake Bluff, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-02

Other Names

• Chris Rhoades