Edwina Louise Martin

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

• 01/2019 → 12/2024
  9258 Wealth Management
  Cincinnati, OH
• 09/2007 → 12/2018
  Teradata Corp
  Miamisburg, OH
• 10/2024 → Present
  Waverly Advisors, Llc
  Cincinnati, OH

Previous Registrations

• 2024-03-08 → 2024-12-02
  9258 Wealth Management, Llc
  Blue Ash, OH

Other Businesses

9258 Tax and Planning, non investment related, assistant director of tax planning

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-12

Other Names

• Edwina Mcgraw