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Waverly Advisors, LLC CRD 115332
$29.9B regulatory AUM 69 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-09-09 |
Branch Locations
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waverly Advisors, Llc | Homewood | AL | 03/2025 | Present |
| Truenorth School | Kennesaw | GA | 01/2015 | 05/2019 |
| Unemployed | Kennesaw | GA | 06/2019 | 08/2019 |
| Samford University | Homewood | AL | 09/2019 | 04/2020 |
| Culvers Restaurant | Acworth | GA | 05/2020 | 08/2020 |
| Brasfield & Gorrie | Birmingham | AL | 06/2023 | 03/2025 |
| Samford University | Homewood | AL | 09/2022 | 05/2023 |
| Northwestern Mutual | Birmingham | AL | 05/2022 | 08/2022 |
| Country Club Of Birmingham | Birmingham | AL | 02/2022 | 04/2022 |
| Samford University | Homewoood | AL | 09/2021 | 01/2022 |
| Culvers Restaurant | Acworth | GA | 05/2020 | 08/2020 |
| Samford University | Homewood | AL | 09/2020 | 05/2021 |
| Adp Mechanical | Dallas | GA | 06/2021 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-09 |
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