Kelly Scott Clary

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → 01/2022
  Warren Averett Asset Management, Llc
  Huntsville, AL
• 01/2022 → Present
  Waverly Advisors, Llc
  Huntsville, AL

Previous Registrations

• 2011-10-13 → 2013-01-17
  Zermatt Securities Llc
  Charlotte, NC

Other Businesses

WA Huntsville Properties, LLC - 101 Monroe Street, NE Huntsville, AL 35801 - Not Investment Related - Rental of Office Building - Shareholder since 2018 - 0 Hours per Month - No Duties Tango Tango - Not Investment Related - 7800 Madison Blvd Unit 702, Huntsville, AL 35806 - Technology/Radio Systems - Private Investor - November 2021 - 0 Hours per Month - 0 Hours During trading - No Duties Merit Bank - Not Investment Related - 659 Gallatin St SW, Huntsville, AL 35801 - Banking - Private Investor - May 2022 - 0 Hours per Month - 0 Hours during Trading - No Duties

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-09-27
• S63 Uniform Securities Agent State Law Examination
  2010-10-07