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Financial ADVSR advisor directory · SEC adviser records

Waverly Advisors, LLC financial advisors in Jacksonville, FL

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

3 registered advisors work at Waverly Advisors, LLC in Jacksonville, out of 220 at the firm nationwide; it ranks number 63 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Waverly Advisors, LLC advisors in Jacksonville, 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 94Dayton, OH 9Montgomery, AL 8Cincinnati, OH 7Merrillville, IN 7Atlanta, GA 6Baltimore, MD 6Charlotte, NC 6Metairie, LA 6Ridgeland, MS 6Seattle, WA 6Hamilton, OH 5Chicago, IL 4Colorado Springs, CO 4West Barnstable, MA 4

Other firms in Jacksonville

All Jacksonville advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 719Strategic Advisers LLC 628Citigroup Global Markets Inc. 68Florida Financial Advisors, LLC 64J.P. Morgan Securities LLC 57LPL Financial LLC 54Wells Fargo Clearing Services, LLC 53Morgan Stanley 42Raymond James & Associates, Inc. 42Ameriprise Financial Services, LLC 32Equitable Advisors, LLC 27Charles Schwab & Co., Inc. 25

Questions

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

3 investment adviser representatives are registered at Waverly Advisors, LLC offices in Jacksonville, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 220 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

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

Waverly Advisors, LLC ranks number 63 in Jacksonville by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 719.

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

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.