Cory Marion Faucheux

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

• 09/2006 → 07/2020
  Ameriprise Financial Services, Inc.
  Metairie, LA
• 07/2020 → 04/2026
  Truwealth Advisors, Llc
  Metairie, LA
• 07/2020 → 04/2022
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 04/2026 → Present
  Waverly Advisors, Llc
  Birmingham, AL

Previous Registrations

• 2020-07-17 → 2026-04-24
  Truwealth Advisors, Llc
  Metairie, LA
• 2008-09-03 → 2020-07-23
  Ameriprise Financial Services, Llc
  Metairie, LA
  Metairie, LA
  New Orleans, LA

Other Businesses

1) ACFauch, LLC; Investment Related; See current residential address; Pass through entity; Owner; Start 7/2020; 1hrs/mo, not during trading hours; Passthrough entity only for tax purposes./// 2) Faucheux Marine, LLC; Not investment related; See current residential address; company leases out heavy equipment for use in Marine Services; Member and Owner; Start 02/2025; 10-hrs outside trading hours; 0-hrs during trading hours; owner,responsible for all operations./// 3) Faucheux International LLC: Not investment related; See current residential address; Consulting with the charter company regarding bookings, maintenance, repairs, safety inspection,etc.; Member and Owner; Start 01/2026; 10-hrs outside trading hours; owner, responsible for operations.

Exams

• S66 Uniform Combined State Law Examination
  2007-07-07

Other Names

• Cory Marion Fauchex