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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
    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

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