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Quinn Stephen Michel

Waverly Advisors, LLC

Birmingham, AL

Paoli, PA

CRD 6941440

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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:

Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-12-16
  • PA RA
    APPROVED
    Since 2025-12-16

Branch Locations

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

1500 East Lancaster Avenue Suite 204, Paoli, PA 19301 • 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
The Gables At Chadds Ford Chadds Ford PA 10/2015 03/2021
Brickshire Investment Group West Chester PA 01/2018 01/2024
Planning Capital Management Paoli PA 02/2024 12/2024
Waverly Advisors, Llc Paoli PA 12/2024 Present
  • 10/2015 → 03/2021
    The Gables At Chadds Ford
    Chadds Ford, PA
  • 01/2018 → 01/2024
    Brickshire Investment Group
    West Chester, PA
  • 02/2024 → 12/2024
    Planning Capital Management
    Paoli, PA
  • 12/2024 → Present
    Waverly Advisors, Llc
    Paoli, PA
Designations
  • Certified Financial Planner

View on SEC IAPD

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