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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-08 |
Branch Locations
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
6856 Loop Rd., Dayton, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buckingham Capital Management, Inc. | Dayton | OH | 03/2005 | 03/2025 |
| Waverly Advisors, Llc | Dayton | OH | 11/2024 | Present |
1.) DAYTON TAX & ACCOUNTING CERTIFIED PUBLIC ACCOUNTANTS - PUBLIC ACCOUNTING - PARTNER 2.) MEMBER OF UNIVERSITY OF DAYTON PLANNING GIVING COUNSEL, NO COMPENSATION, 2 MEETINGS ANNUALLY. 3. BUCKINGHAM CAPITAL MANAGEMENT, INC. INVESTMENT ADVISORY REPRESENTATIVE FOR SEC REGISTERED RIA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-11 |
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