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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-28 |
| AZ | RA | APPROVED | 2024-03-18 |
| IN | RA | APPROVED | 2024-02-10 |
| IL | RA | APPROVED | 2024-01-18 |
| TX | RA | APPROVED | 2024-01-11 |
Branch Locations
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
101 East 90Th Drive Suite A, Merrillville, IN 46410 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Strategiq Financial Group, Llc | Merrillville | IN | 09/1999 | 03/2024 |
| Sii Investments | Merrillville | IN | 10/2007 | 12/2016 |
| Waverly Advisors, Llc | Merrillville | IN | 01/2024 | Present |
1) LAKE MICHIGAN PROPERTIES - AGENT AND RENTAL MANAGER. 2) IQ Companies, LLC; Member; 2014; Entity owns StrategIQ Financial Group, LLC 3) WAAM TOPCO, LLC; Not Investment Related; 600 University Park Place, Suite 501 Birmingham, AL 35209; Holding Company; Member; 2024, 0 Hours Per Month; 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-05-05 |
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