Chief Growth Officer · Waverly Advisors, LLC
Wayne G. Lesage
CRD 4605858 · 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 Wayne G. Lesage on its Form ADV as Chief Growth Officer, a control person.
Firms and roles
- Waverly Advisors, LLCChief Growth OfficerWealth manager · Birmingham, AL · $30B in regulatory assets
AtlasMembers
Wayne’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Wayne’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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Justin T. RussellPresident/chief Executive Officer, Waverly Advisors, LLC
- James R. LazenbyChief Financial Officer, Waverly Advisors, LLC
- John B. CoxChief Economist, Waverly Advisors, LLC
- Justin H. SnellChief Operating Officer, Waverly Advisors, LLC
- William C. McDanielChief Investment Officer, Waverly Advisors, LLC
2 more people named with Wayne on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Wayne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.