Inactive

Michael Elliott Van Ness

Waverly Advisors, LLC

CRD 5578936

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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

Authority	Category	Status	Date
NC	RA	APPROVED	2024-05-03

NC RA
APPROVED

Since 2024-05-03

Branch Locations

2150 Park Drive, Charlotte, NC 28204 • 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

Organization	City	State	From	To
Rinehart Wealth Management	Charlotte	NC	03/2010	Present
Waverly Advisors, Llc	Charlotte	NC	04/2024	Present

03/2010 → Present

Rinehart Wealth Management

Charlotte, NC
04/2024 → Present

Waverly Advisors, Llc

Charlotte, NC

Previous Registrations

2017-12-04 → 2024-12-19

Mcshane Partners

Charlotte, NC

Designations

Chartered Financial Analyst

Other Names

Michael Elliot Van Ness

View on SEC IAPD

Nearby Firms

FIRST TRYON ADVISORS

MUIRFIELD WEALTH ADVISORS LLC

MAI CAPITAL MANAGEMENT, LLC

Nearby Investors

JOSHUA REESE BAILEY

PHILIP REESE BAILEY

MICHELE V STUTTS

Nearby Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC

MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC

MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC

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