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Inactive

Iain Patrick Purdom

Waverly Advisors, LLC

Deerfield, IL

Birmingham, AL

CRD 8319176

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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
IL RA APPROVED 2026-07-23
  • IL RA
    APPROVED
    Since 2026-07-23

Branch Locations

707 Lake Cook Rd, Deerfield, IL 60015 • 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
Waverly Advisors, Llc Birmingham AL 04/2025 Present
Old Second National Bank Lombard IL 06/2024 04/2025
Jewel Osco Sycamore IL 03/2017 11/2022
Aldi Batavia IL 05/2023 08/2023
Elmhurst University Elmhurst IL 08/2020 05/2024
Vinyard Vines Oak Brook IL 11/2022 05/2024
Sycamore High School Sycamore IL 07/2016 03/2017
  • 04/2025 → Present
    Waverly Advisors, Llc
    Birmingham, AL
  • 06/2024 → 04/2025
    Old Second National Bank
    Lombard, IL
  • 03/2017 → 11/2022
    Jewel Osco
    Sycamore, IL
  • 05/2023 → 08/2023
    Aldi
    Batavia, IL
  • 08/2020 → 05/2024
    Elmhurst University
    Elmhurst, IL
  • 11/2022 → 05/2024
    Vinyard Vines
    Oak Brook, IL
  • 07/2016 → 03/2017
    Sycamore High School
    Sycamore, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-20
  • S65 Uniform Investment Adviser Law Examination
    2026-07-20

View on SEC IAPD

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