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Megan Deroche Ulmer

Waverly Advisors, LLC

Metairie, LA

Birmingham, AL

CRD 6708815

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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
LA RA APPROVED 2026-05-08
  • LA RA
    APPROVED
    Since 2026-05-08

Branch Locations

2700 Lake Villa Dr Suite 200, Metairie, LA 70002 • 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
Ameriprise Financial Services,Inc Metairie LA 05/2016 07/2020
Truwealth Advisors, Llc Metairie LA 07/2020 03/2024
Truwealth Advisors, Llc Metairie LA 03/2024 04/2026
Waverly Advisors, Llc Birmingham AL 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-23
  • S65 Uniform Investment Adviser Law Examination
    2023-09-23
Other Names
  • Megan E Deroche
  • Megan Elizabeth Deroche

View on SEC IAPD

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