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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 |
|---|---|---|---|
| NE | RA | APPROVED | 2025-01-28 |
| IA | RA | APPROVED | 2025-01-10 |
| TX | RA | APPROVED | 2025-01-10 |
Branch Locations
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
535 Broadway Suite 301, Council Bluffs, IA 51503-0816 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dickinson & Clark Cpas, Pc | Council Bluffs | IA | 01/1991 | Present |
| Dickinson Investment Advisors | Council Bluffs | IA | 10/1998 | 01/2022 |
| Dickinson Investment Advisors | Council Bluffs | IA | 01/2022 | 01/2024 |
| Dickinson Investment Advisors | Council Bluffs | IA | 01/2024 | 03/2025 |
| Waverly Advisors, Llc | Council Bluffs | IA | 01/2025 | Present |
DICKINSON & CLARK CPAS, PC - CPA 535 W Broadway, Ste 301, COUNCIL BLUFFS, IA 51503 START DATE: 01/1991 TO PRESENT NON-INVESTMENT RELATED BUSINESS TIME DEVOTED: 6% OF TIME ON ACCOUNTING ACTIVITIES TIME DEVOTED DURING SECURITIES TRADING: APROX 10 hr/Mo.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-01-02 |
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