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Stedman Alexander Strickland

Waverly Advisors, LLC

Ridgeland, MS

Birmingham, AL

CRD 7500173

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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

AuthorityCategoryStatusDate
MS RA APPROVED 2025-10-23
  • MS RA
    APPROVED
    Since 2025-10-23

Branch Locations

800 Woodlands Pkwy #208, Ridgeland, MS 39157 • 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
Student Jackson MS 01/2013 05/2021
Unemployed Jackson MS 05/2021 01/2022
Dennis Meek & Company, P.A. Richland MS 01/2022 09/2025
Woodbury Financial Services Inc Richland MS 11/2023 01/2024
Osaic Wealth, Inc. Richland MS 01/2024 06/2025
Avantax Investment Services Inc. Richland MS 06/2025 09/2025
Avantax Advisory Services Richland MS 06/2025 09/2025
Avantax Insurance Agency, Llc Richland MS 06/2025 09/2025
Dennis Meek Dba Meek Tax & Wealth Management Richland MS 06/2025 09/2025
Dennis Meek & Co. P.A. Richland MS 01/2022 09/2025
Dennis Meek Dba Meek Tax & Wealth Management Richland MS 06/2025 09/2025
Cetera Wealth Services, Llc Richland MS 09/2025 10/2025
Cetera Investment Advisers Llc Schaumburg IL 09/2025 10/2025
Waverly Advisors, Llc Birmingham AL 10/2025 Present
  • 01/2013 → 05/2021
    Student
    Jackson, MS
  • 05/2021 → 01/2022
    Unemployed
    Jackson, MS
  • 01/2022 → 09/2025
    Dennis Meek & Company, P.A.
    Richland, MS
  • 11/2023 → 01/2024
    Woodbury Financial Services Inc
    Richland, MS
  • 01/2024 → 06/2025
    Richland, MS
  • 06/2025 → 09/2025
    Avantax Investment Services Inc.
    Richland, MS
  • 06/2025 → 09/2025
    Avantax Advisory Services
    Richland, MS
  • 06/2025 → 09/2025
    Avantax Insurance Agency, Llc
    Richland, MS
  • 06/2025 → 09/2025
    Dennis Meek Dba Meek Tax & Wealth Management
    Richland, MS
  • 01/2022 → 09/2025
    Dennis Meek & Co. P.A.
    Richland, MS
  • 06/2025 → 09/2025
    Dennis Meek Dba Meek Tax & Wealth Management
    Richland, MS
  • 09/2025 → 10/2025
    Cetera Wealth Services, Llc
    Richland, MS
  • 09/2025 → 10/2025
    Schaumburg, IL
  • 10/2025 → Present
    Birmingham, AL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-23
  • S66 Uniform Combined State Law Examination
    2024-04-23
Other Names
  • Stedman Alexander Strickland
  • Stedman Strickland

View on SEC IAPD

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