Clifford Weldon Draughn

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
FL	RA	APPROVED	2025-11-14
GA	RA	APPROVED	2022-09-13
NC	RA	APPROVED	2022-07-29
TX	RA	APPROVED_RES	2022-07-29

FL RA
APPROVED

Since 2025-11-14
GA RA
APPROVED

Since 2022-09-13
NC RA
APPROVED

Since 2022-07-29
TX RA
APPROVED_RES

Since 2022-07-29

Branch Locations

33 Bull Street Suite 102, Savannah, GA 31401 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Bt Wealth Management, Llc	Atlanta	GA	07/2015	07/2022
Waverly Advisors, Llc	Birmingham	AL	07/2022	Present

07/2015 → 07/2022

Bt Wealth Management, Llc

Atlanta, GA
07/2022 → Present

Waverly Advisors, Llc

Birmingham, AL

Previous Registrations

2015-07-06 → 2022-07-28

Bt Wealth Management, Llc

Savannah, GA

Atlanta, GA
2003-04-09 → 2015-07-30

Excelsia, Inc.

Savannah, GA

Savannah, GA

Savannah, GA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1993-08-13
S63	Uniform Securities Agent State Law Examination	1982-05-26

S65 Uniform Investment Adviser Law Examination

1993-08-13
S63 Uniform Securities Agent State Law Examination

1982-05-26

Other Names

Cliff Draughn

View on SEC IAPD