Financial ADVSR advisor directory · SEC adviser records
Waverly Advisors, LLC financial advisors in Florida
Every SEC-registered investment adviser representative at a Waverly Advisors, LLC office in Florida, by city and A to Z.
12 registered advisors work at Waverly Advisors, LLC in Florida, out of 216 nationwide; it's the firm's number 3 state by advisors, and the most are in Jacksonville (3). 5 list the CFP designation and 0 are also registered broker representatives.
Waverly Advisors, LLC advisors by city in Florida
Every firm in Florida →Jacksonville 3St. Petersburg 3Lakeland 2Sarasota 2Fort Lauderdale 1Vero Beach 1
Waverly Advisors, LLC advisors in Florida, A to Z
Search by name →- Cole M. AlexanderJacksonville · Certified Financial Planner
- Cheryl B. BottSt. Petersburg · Certified Financial Planner
- Brian M. CannFort Lauderdale · Chartered Financial Analyst
- Stephen T. ClarkeVero Beach
- Robert S. CollinsSarasota
- Thomas A. DicesareLakeland
- Rhonda K. HolifieldSt. Petersburg · Certified Financial Planner
- Wesley P. MartinJacksonville
- Colette Parrilli RobinsonSt. Petersburg
- Ajay SasserSarasota
- Robert M. SimonJacksonville · Certified Financial Planner
- Hosler L. Wall IIILakeland · Certified Financial Planner, Personal Financial Specialist
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 21Georgia 10Louisiana 9Illinois 8Indiana 7Washington 7Mississippi 6Pennsylvania 5North Carolina 4Oregon 4Colorado 3Massachusetts 3Texas 3Virginia 3
Questions
How many Waverly Advisors, LLC financial advisors are in Florida?
12 investment adviser representatives are registered at Waverly Advisors, LLC offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 216 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in Florida does Waverly Advisors, LLC have the most advisors?
Jacksonville, with 3, then St. Petersburg (3). Waverly Advisors, LLC has advisors in 6 cities in Florida.
How do I check a Waverly Advisors, LLC advisor in Florida?
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.