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Financial ADVSR advisor directory · SEC adviser records

Waverly Advisors, LLC financial advisors in Colorado

Every SEC-registered investment adviser representative at a Waverly Advisors, LLC office in Colorado, by city and A to Z.

The short answer

4 registered advisors work at Waverly Advisors, LLC in Colorado, out of 216 nationwide; it's the firm's number 13 state by advisors, and the most are in Colorado Springs (2). 2 list the CFP designation and 0 are also registered broker representatives.

Waverly Advisors, LLC advisors by city in Colorado

Every firm in Colorado →

Colorado Springs 2Canon City 1

Waverly Advisors, LLC advisors in Colorado, A to Z

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

Waverly Advisors, LLC in other states

Alabama 108Ohio 21Florida 12Georgia 10Louisiana 9Illinois 8Indiana 7Washington 7Mississippi 6Pennsylvania 5North Carolina 4Oregon 4Massachusetts 3Texas 3Virginia 3

Questions

How many Waverly Advisors, LLC financial advisors are in Colorado?

4 investment adviser representatives are registered at Waverly Advisors, LLC offices in Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 216 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in Colorado does Waverly Advisors, LLC have the most advisors?

Colorado Springs, with 2, then Canon City (1). Waverly Advisors, LLC has advisors in 2 cities in Colorado.

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

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.