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Waverly Advisors, LLC CRD 115332
$29.9B regulatory AUM 69 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-06-06 |
Branch Locations
525 Clubhouse Drive Suite 100, Peachtree City, GA 30269 • United States
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc. | Peachtree City | GA | 03/2018 | 03/2019 |
| Wells Fargo Bank Na | Peachtree City | GA | 10/2016 | 03/2019 |
| Chick-Fil-A Starr'S Mill | Peachtree City | GA | 07/2014 | 10/2016 |
| Derbend Asset Management, Llc | Peachtree City | GA | 03/2019 | 08/2024 |
| Waverly Advisors, Llc | Peachtree City | GA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-08 |
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