Financial ADVSR advisor directory · SEC adviser records
Waverly Advisors, LLC financial advisors in Georgia
Every SEC-registered investment adviser representative at a Waverly Advisors, LLC office in Georgia, by city and A to Z.
The short answer
10 registered advisors work at Waverly Advisors, LLC in Georgia, out of 216 nationwide; it's the firm's number 4 state by advisors, and the most are in Atlanta (5). 2 list the CFP designation and 0 are also registered broker representatives.
Waverly Advisors, LLC advisors by city in Georgia
Every firm in Georgia →Waverly Advisors, LLC advisors in Georgia, A to Z
Search by name →- Emmett B. Beard Jr.Peachtree City
- Brian M. ChustzPeachtree City
- Scott E. CraigAtlanta · Chartered Financial Analyst
- Clifford W. DraughnSavannah
- Nathan EllysonPeachtree City
- David B. FieldsAtlanta · Chartered Financial Analyst
- Teresa R. MunroAtlanta · Certified Financial Planner
- Nevan P. PatelAtlanta
- Preston C. SharpePeachtree City · Certified Financial Planner
- Orlow M. Walstad IIIAtlanta · Chartered Financial Analyst
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 12Louisiana 9Illinois 8Indiana 7Washington 7Mississippi 6Pennsylvania 5North Carolina 4Oregon 4Colorado 3Massachusetts 3Texas 3Virginia 3
Questions
How many Waverly Advisors, LLC financial advisors are in Georgia?
10 investment adviser representatives are registered at Waverly Advisors, LLC offices in Georgia, 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 Georgia does Waverly Advisors, LLC have the most advisors?
Atlanta, with 5, then Peachtree City (4). Waverly Advisors, LLC has advisors in 3 cities in Georgia.
How do I check a Waverly Advisors, LLC advisor in Georgia?
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.