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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-14 |
| TX | RA | APPROVED | 2023-07-14 |
Branch Locations
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
8834 N Capital Of Texas Hwy #200, Austin, TX 78759 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silicon Hills Wealth Management | Austin | TX | 10/2012 | 08/2023 |
| Waverly Advisors, Llc | Austin | TX | 06/2023 | Present |
VOICE FROM THE HILLS - BUSINESS IS NOT INVESTMENT-RELATED - 8834 N CAPITAL OF TEXAS HWY #200, AUSTIN, TX 78759 - PODCAST - HOST - START DATE IS 9/1/2021 - 10 HOURS PER MONTH - 0 HOURS DURING TRADING HOURS - SCHEDULE, PLAN, AND RECORD PODCAST EPISODES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-11 |
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