Investment adviser representative · Waverly Advisors, LLC
Hosler L. Wall III
CRD 2713866 · Lakeland, FL
At a glance
Hosler L. Wall III is an investment adviser representative with Waverly Advisors, LLC in Lakeland, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Hosler’s SEC record dates to 1998, about 28 years ago. Designations on file: Certified Financial Planner, Personal Financial Specialist.
Current advisory firm
- Waverly Advisors, LLCSince February 2023Lakeland, FL · $30B in regulatory assets
SEC adviser record
- Registered since
- 1998 (28 years)
- Designations
- Certified Financial Planner, Personal Financial Specialist
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Hosler’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
- 1 firmLocked
- 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
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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.