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Ryan Mackenzie Baldwin

Waverly Advisors, LLC

Birmingham, AL

Baltimore, MD

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Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-12-17
  • MD RA
    APPROVED
    Since 2025-12-17

Branch Locations

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

1801 Porter Street Suite 500, Baltimore, MD 21230 • 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
Eggcellence, Ltd. Annapolis MD 06/2012 09/2017
Robert Morris University Moon Township PA 08/2013 05/2017
Jackson Hewitt Tax Services Pittsburgh PA 10/2016 04/2017
Grant Gross Mendelsohn Baltimore MD 10/2017 08/2025
Waverly Advisors, Llc Baltimore MD 03/2025 Present
  • 06/2012 → 09/2017
    Eggcellence, Ltd.
    Annapolis, MD
  • 08/2013 → 05/2017
    Robert Morris University
    Moon Township, PA
  • 10/2016 → 04/2017
    Jackson Hewitt Tax Services
    Pittsburgh, PA
  • 10/2017 → 08/2025
    Grant Gross Mendelsohn
    Baltimore, MD
  • 03/2025 → Present
    Waverly Advisors, Llc
    Baltimore, MD
Previous Registrations
  • 2018-03-01 → 2025-08-05
    Ggm Wealth Advisors
    Baltimore, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-01
  • S65 Uniform Investment Adviser Law Examination
    2018-03-01
Designations

View on SEC IAPD

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