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Financial ADVSR advisor directory · SEC adviser records

Waverly Advisors, LLC financial advisors in Montgomery, AL

Every SEC-registered investment adviser representative at a Waverly Advisors, LLC office in Montgomery, A to Z.

The short answer

5 registered advisors work at Waverly Advisors, LLC in Montgomery, out of 216 at the firm nationwide; it ranks number 13 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Waverly Advisors, LLC advisors in Montgomery, A to Z

Every Waverly Advisors, LLC advisor →

Waverly Advisors, LLC advisors in every city and state →Waverly Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Waverly Advisors, LLC advisors in other cities

Birmingham, AL 99Dayton, OH 11Metairie, LA 8Seattle, WA 7Merrillville, IN 6Ridgeland, MS 6Atlanta, GA 5Hamilton, OH 5Charlotte, NC 4Chicago, IL 4Cincinnati, OH 4Peachtree City, GA 4Austin, TX 3Huntsville, AL 3Jacksonville, FL 3

Other firms in Montgomery

All Montgomery advisors →

Stifel, Nicolaus & Company, Incorporated 25Morgan Stanley 21Merrill Lynch, Pierce, Fenner & Smith Incorporated 14Raymond James & Associates, Inc. 11Jackson Thornton Wealth Management, LLC 7Raymond James Financial Services Advisors, Inc. 7UBS Financial Services Inc. 6Wells Fargo Advisors Financial Network, LLC 6Captrust 5Marble Wealth, LLC 5Pfs Investments Inc. 5State Farm Investment Management Corp. 5

Questions

How many financial advisors does Waverly Advisors, LLC have in Montgomery?

5 investment adviser representatives are registered at Waverly Advisors, LLC offices in Montgomery, Alabama, according to the SEC's Investment Adviser Public Disclosure records, out of 216 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Waverly Advisors, LLC one of the largest advisor employers in Montgomery?

Waverly Advisors, LLC ranks number 13 in Montgomery by registered advisors; Stifel, Nicolaus & Company, Incorporated has the most, with 25.

How do I check a Waverly Advisors, LLC advisor in Montgomery?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Waverly Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.