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Barry Nathan Paster

Waverly Advisors, LLC

West Barnstable, MA

Birmingham, AL

CRD 2572318

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Employer firm

Waverly Advisors, LLC CRD 115332

$29.9B regulatory AUM 69 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Waverly Advisors, Llc

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-11-07
  • MA RA
    APPROVED
    Since 2025-11-07

Branch Locations

1095 Main Street (Route 6A), West Barnstable, MA 02668 • United States

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bridge Creek Capital Management Llc West Barnstable MA 09/2006 10/2025
Waverly Advisors, Llc Birmingham AL 10/2025 Present
  • 09/2006 → 10/2025
    Bridge Creek Capital Management Llc
    West Barnstable, MA
  • 10/2025 → Present
    Waverly Advisors, Llc
    Birmingham, AL
Previous Registrations
  • 2006-09-11 → 2025-12-09
    Bridge Creek Capital Management Llc
    West Barnstable, MA
  • 1994-04-14 → 2006-09-08
    Warren Asset Management
  • 2002-10-04 → 2002-12-31
    Warren Asset Management
    West Barnstable, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-11-29
  • S65 Uniform Investment Adviser Law Examination
    1994-11-29

View on SEC IAPD

Nearby Firms

OSAIC INSTITUTIONS, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
EAGLE STRATEGIES LLC

Nearby Investors

SCOTT THOMAS MYERS
Lisa Evelyn Bracken
Alexander Dolle

Nearby Offices

WAVERLY ADVISORS, LLC · West Barnstable, MA
OSAIC INSTITUTIONS, INC. · Hyannis, MA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · HYANNIS, MA

More in West Barnstable, MA

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