Thomas Allen Dicesare

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2017 → 03/2023
  Wall Advisors, Inc.
  Lakeland, FL
• 05/2015 → 07/2017
  Land South Group
  Lakeland, FL
• 12/2022 → Present
  Waverly Advisors, Llc
  Lakeland, FL

Previous Registrations

• 2018-02-13 → 2023-03-10
  Wall Advisors, Inc.
  Lakeland, FL

Other Businesses

DiCesare Holdings, LLC - Not investment-related - 405 Kerneywood Street, Lakeland, FL 33803 - Real Estate and Consulting - Owner - Start date 8/24/2016 - 5-10 hours per month/0 hours during securities trading hours - Agent, Investor, and Manager Capital Access Group, Inc. - Not investment related - 212 E. Highland Drive, Suite 201 Lakeland, FL 33813 - Business Intermediary Services - Vice President and Real Estate Broker - Start Date 2018 - 1-5 Hours per month / may occur during securities trading hours Wall Titus, LLC - Not investment-related - 212 E. Highland Drive Suite 201, Lakeland, FL 33813 - Tax and Accounting Firm - Solicitor - Start date 09/2017 - 3 hours per month / 0 during trading hours - Refer potential clients for a fee

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-12