Investment adviser representative · Waverly Advisors, LLC
Ashley D. Tucker
CRD 7329662 · Birmingham, AL
At a glance
Ashley D. Tucker is an investment adviser representative with Waverly Advisors, LLC in Birmingham, AL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ashley’s SEC record dates to 2021, about 5 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Waverly Advisors, LLCSince March 2021Birmingham, AL · $30B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Ashley’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Waverly Advisors, LLC
- Charles T. AdairBirmingham
- John R. Adams Jr.Birmingham
- Laura T. BakerBirmingham · Certified Financial Planner
- Ryan M. BaldwinBirmingham · Certified Financial Planner
- Michael J. BarrancoBirmingham
- Jacob M. BartonBirmingham
- Christopher M. BlakelyBirmingham
- Lisa E. BrackenBirmingham
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