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Scott Thomas Fisher

Waverly Advisors, LLC

Seattle, WA

Birmingham, AL

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Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-10-23
  • WA RA
    APPROVED
    Since 2025-10-23

Branch Locations

450 Alaskan Way S, Seattle, WA 98104 • United States

600 University Park Place Suite 501, Birmingham, AL 35209 • 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
Aon Securities Inc. Seattle WA 03/1996 06/2019
Aon Hewitt Investment Consulting, Inc. Seattle WA 12/2000 06/2019
Pacific Portfolio Consulting, Llc Seattle WA 03/2024 09/2025
Nwcm Seattle WA 02/2020 04/2023
Unemployed Seattle WA 06/2019 02/2020
Unemployed Seattle WA 04/2023 03/2024
Waverly Advisors, Llc Birmingham AL 09/2025 Present
  • 03/1996 → 06/2019
    Aon Securities Inc.
    Seattle, WA
  • 12/2000 → 06/2019
    Aon Hewitt Investment Consulting, Inc.
    Seattle, WA
  • 03/2024 → 09/2025
    Pacific Portfolio Consulting, Llc
    Seattle, WA
  • 02/2020 → 04/2023
    Nwcm
    Seattle, WA
  • 06/2019 → 02/2020
    Unemployed
    Seattle, WA
  • 04/2023 → 03/2024
    Unemployed
    Seattle, WA
  • 09/2025 → Present
    Birmingham, AL
Previous Registrations
  • 2024-03-27 → 2025-12-23
    Pacific Portfolio Consulting, Llc
    Seattle, WA
  • 2020-02-26 → 2023-05-01
    Seattle, WA
  • 2001-01-04 → 2011-04-06
    Aon Investment Consulting Inc.
    Seattle, WA
Other Businesses

Since December 2022, Mr. Fisher has been a partner in SEEK, a partnership that owns and manages a property. SEEK is located at 16274 39th Ave NE, Lake Forest Park, 98155. This business is non-investment-related. Mr. Fisher spends approximately 8 hours per month on this business, none of which are during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-02-13
  • S63 Uniform Securities Agent State Law Examination
    1986-02-13
Designations
Other Names
  • Scott Thomas Fisher

View on SEC IAPD

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