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Elected Manager · Waverly Advisors, LLC

Neil H. White

CRD 7493770 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Waverly Advisors, LLC, an SEC-registered wealth manager based in Birmingham, AL with $29.9 billion in regulatory assets, lists Neil H. White on its Form ADV as Elected Manager, a control person. The SEC filings also name Neil at 1 other registered adviser.

Firms and roles

  • Waverly Advisors, LLCElected ManagerWealth manager · Birmingham, AL · $30B in regulatory assets
  • Hggc, LLCManaging Partner and PresidentPrivate fund adviser · Palo Alto, CA · $11B in regulatory assets

AtlasMembers

Neil’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 each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (15)

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

See all 15 free

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