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Vincent Pack

Waverly Advisors, LLC

Oak Brook, IL

Birmingham, AL

Eagle Strategies LLC

Downers Grove, IL

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Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-08-14
  • IL RA
    APPROVED
    Since 2026-08-14

Branch Locations

700 Commerce Drive Suite 500, Oak Brook, IL 60523 • United States

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

Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-04-05
  • IL RA
    APPROVED
    Since 2021-04-05

Branch Locations

2001 Butterfield Rd Suite 800, Downers Grove, IL 60515 • 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
Coyote Logistics Chicago IL 04/2015 02/2017
Unemployed Bensenville IL 03/2017 04/2017
New York Life Insurance Company Downers Grove IL 04/2017 08/2026
Nylife Securities Llc Downers Grove IL 11/2017 08/2026
Eagle Strategies Llc Downers Grove IL 04/2021 08/2026
Wolfpack Capital, Llc Downers Grove IL 10/2021 08/2026
Christopher Financial Group, Llc Downers Grove IL 04/2023 08/2026
Waverly Advisors, Llc Birmingham AL 08/2026 Present
  • 04/2015 → 02/2017
    Coyote Logistics
    Chicago, IL
  • 03/2017 → 04/2017
    Unemployed
    Bensenville, IL
  • 04/2017 → 08/2026
    New York Life Insurance Company
    Downers Grove, IL
  • 11/2017 → 08/2026
    Nylife Securities Llc
    Downers Grove, IL
  • 04/2021 → 08/2026
    Eagle Strategies Llc
    Downers Grove, IL
  • 10/2021 → 08/2026
    Wolfpack Capital, Llc
    Downers Grove, IL
  • 04/2023 → 08/2026
    Christopher Financial Group, Llc
    Downers Grove, IL
  • 08/2026 → Present
    Waverly Advisors, Llc
    Birmingham, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-22
S63 Uniform Securities Agent State Law Examination 2018-05-21
  • S66 Uniform Combined State Law Examination
    2021-03-22
  • S63 Uniform Securities Agent State Law Examination
    2018-05-21
Designations

View on SEC IAPD

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GEIGER WEALTH MANAGEMENT

Other Investors

TODD BRENDAN SCHROEDER
MICHAEL CHRISTOPHER LEE
DANIEL P SCHIPITSCH
ALAN P MADEJ
Anthony Joesph Bittman
Joseph Herr
Lauren A Mlady
Danieh Kasar

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · OAK BROOK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Oak Brook, IL
WEALTHQUEST CORPORATION · OAK BROOK, IL
ERGAWEALTH ADVISORS, INC. · OAK BROOK, IL
CETERA INVESTMENT ADVISERS LLC · OAK BROOK, IL
LPL FINANCIAL LLC · OAK BROOK, IL

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