Waverly Advisors, LLC
Waverly Advisors, LLC (CRD# 115332) is a financial advisory firm headquartered in Birmingham, AL. They manage $11,379,745,311 in 15,983 accounts and serve the financial needs of clients across 41 states (or territories).
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Total Assets Under Management11,380MILLION
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Total Number of Accounts15,983ACCOUNTS
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Average Account Value$711,991
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI
Christopher McGarvey (CRD# 6444867) is an Investment Advisor Representative working at Waverly Advisors, LLC in Lakeland, FL and has over 8 years of experience in the finance industry.
Joseph McNair (CRD# 4929619) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has 1 year of experience in the finance industry.
Joshua Miller (CRD# 5876982) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 13 years of experience in the finance industry.
Glenda Molina (CRD# 5556876) is an Investment Advisor Representative working at Waverly Advisors, LLC in Austin, TX and has over 14 years of experience in the finance industry.
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.
Teresa Munro (CRD# 4751560) is an Investment Advisor Representative working at Waverly Advisors, LLC in Atlanta, GA and has over 19 years of experience in the finance industry.
Aaron Nelson (CRD# 4419322) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 22 years of experience in the finance industry.
Melanie Nichols (CRD# 2276771) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 24 years of experience in the finance industry.
Katia Palza (CRD# 6859609) is an Investment Advisor Representative working at Waverly Advisors, LLC in Austin, TX and has over 6 years of experience in the finance industry.
James Pechin (CRD# 7011432) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 5 years of experience in the finance industry.