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Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-03-17
VA RA APPROVED 2026-03-03
  • GA RA
    APPROVED
    Since 2026-03-17
  • VA RA
    APPROVED
    Since 2026-03-03

Branch Locations

3300 Riverwood Pkwy #1075, Atlanta, GA 30339 • 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
Willis Towers Watson New York NY 11/2013 04/2018
Pfizer New York NY 04/2018 08/2021
Manchester Capital Management Charlottesville VA 08/2021 02/2026
Waverly Advisors, Llc Birmingham AL 02/2026 Present
  • 11/2013 → 04/2018
    Willis Towers Watson
    New York, NY
  • 04/2018 → 08/2021
    Pfizer
    New York, NY
  • 08/2021 → 02/2026
    Manchester Capital Management
    Charlottesville, VA
  • 02/2026 → Present
    Birmingham, AL
Previous Registrations
Designations
Other Names
  • Long Xie
  • Lorry Delille

View on SEC IAPD

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