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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2025-10-23 |
Branch Locations
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
450 Alaskan Way S, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Conway Jarvis Llc | Seattle | WA | 04/1994 | 01/2023 |
| Pacific Portfolio Consulting, Llc | Seattle | WA | 01/2023 | 09/2025 |
| Waverly Advisors, Llc | Birmingham | AL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-01-12 |
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