Douglas Muenzenmay, financial advisor Ridgeland MS

Douglas Muenzenmay

CRD Number: 2115817
Current Firm: Waverly Advisors, LLC

Douglas Muenzenmay (CRD# 2115817) is an Investment Advisor Representative working at Waverly Advisors, LLC in Ridgeland, MS and has over 33 years of experience in the finance industry.

Similar Advisors
Tiffany Ballard, financial advisor Ridgeland MS
Tiffany B. Ballard
CRD# 4521298
Bergland Wealth Management, Inc.
Similar Advisors
Horace Adair, financial advisor Ridgeland MS
Horace R. Adair
CRD# 1649163
Primerica Advisors
Similar Advisors
Richard Adair, financial advisor Ridgeland MS
Richard M. Adair
CRD# 1669173
Primerica Advisors
Professional Designations
Company Name Location Dates Years
Waverly Advisors, LLC Ridgeland, MS Sep 2023 - Current < 1
Medley & Brown, LLC Ridgeland, MS Apr 2010 - Nov 2023 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1991
S65 NASAA Investment Advisors Law Examination May 2001
Contact Info for Douglas P. Muenzenmay
Phone Number: 205-871-3334
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    7,895
    MILLIONS
  • Total Number of Accounts
    9,647
    ACCOUNTS
  • Average Account Value
    $818,349
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Douglas Muenzenmay and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.