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Est. 2026The front page of wealth managementNew York

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Chief Financial Officer · Waverly Advisors, LLC

James R. Lazenby

CRD 7493760 · Named on Form ADV at one SEC-registered adviser

At a glance

Waverly Advisors, LLC, an SEC-registered wealth manager based in Birmingham, AL with $29.9 billion in regulatory assets, lists James R. Lazenby on its Form ADV as Chief Financial Officer, a control person.

Firms and roles

  • Waverly Advisors, LLCChief Financial OfficerWealth manager · Birmingham, AL · $30B in regulatory assets

AtlasMembers

James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Colleagues named on the same filings (7)

2 more people named with James on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.