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Blaine C Reynolds

Waverly Advisors, LLC

Blue Ash, OH

Birmingham, AL

CRD 6797631

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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
OH RA APPROVED 2026-08-12
  • OH RA
    APPROVED
    Since 2026-08-12

Branch Locations

4755 Cornell Road, Blue Ash, OH 45241 • 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
Student Cincinnati OH 06/2016 05/2017
Schulte & Uhrig Cpas, Inc. Blue Ash OH 05/2017 09/2025
Waverly Advisors, Llc Birmingham AL 09/2025 Present
  • 06/2016 → 05/2017
    Student
    Cincinnati, OH
  • 05/2017 → 09/2025
    Schulte & Uhrig Cpas, Inc.
    Blue Ash, OH
  • 09/2025 → Present
    Waverly Advisors, Llc
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-11
  • S65 Uniform Investment Adviser Law Examination
    2026-08-11

View on SEC IAPD

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