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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-12-17 |
| PA | RA | APPROVED | 2024-12-17 |
Branch Locations
1500 East Lancaster Avenue Suite 204, Paoli, PA 19301 • United States
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planning Capital Management Corp. | Philadelphia | PA | 01/2001 | 02/2025 |
| Waverly Advisors, Llc | Paoli | PA | 12/2024 | Present |
- Partner in a rental property. 2hrs/month. No compensation. - Finance Committee Member for Medford Leas Retirement Community in Medford, NJ. 2hrs/month. No Compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-13 |
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