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Brian Thomas Hughes

Waverly Advisors, LLC

Birmingham, AL

Seattle, WA

CRD 7558883

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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
CA RA APPROVED 2026-02-14
WA RA APPROVED 2026-02-14
  • CA RA
    APPROVED
    Since 2026-02-14
  • WA RA
    APPROVED
    Since 2026-02-14

Branch Locations

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

450 Alaskan Way S Suite 500, Seattle, WA 98104 • 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
Pacific Portfolio Consulting, Llc Seattle WA 05/2022 12/2025
Pga West La Quinta CA 11/2003 05/2022
Waverly Advisors, Llc Birmingham AL 09/2025 Present
  • 05/2022 → 12/2025
    Pacific Portfolio Consulting, Llc
    Seattle, WA
  • 11/2003 → 05/2022
    Pga West
    La Quinta, CA
  • 09/2025 → Present
    Waverly Advisors, Llc
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-13
  • S65 Uniform Investment Adviser Law Examination
    2026-02-13

View on SEC IAPD

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