Daniel Burton Brady

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
NJ	RA	APPROVED	2024-12-17
PA	RA	APPROVED	2024-12-16

NJ RA
APPROVED

Since 2024-12-17
PA RA
APPROVED

Since 2024-12-16

Branch Locations

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

1500 East Lancaster Avenue Suite 204, Paoli, PA 19301 • 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
Planning Capital Management	Paoli	PA	08/2013	02/2025
Waverly Advisors, Llc	Paoli	PA	12/2024	Present

08/2013 → 02/2025

Planning Capital Management

Paoli, PA
12/2024 → Present

Waverly Advisors, Llc

Paoli, PA

Previous Registrations

2014-03-26 → 2025-02-06

Planning Capital Management Corp.

Paoli, PA

Other Businesses

Brady CPA. Certified Public Accountant. Sole Proprietor. 5 hours/month. Variable compensation. Executive of the Philadelphia Financial Planning Association. 2 hours/month. No compensation.