Financial ADVSR advisor directory · SEC adviser records
Waverly Advisors, LLC financial advisors in Chicago, IL
Every SEC-registered investment adviser representative at a Waverly Advisors, LLC office in Chicago, A to Z.
4 registered advisors work at Waverly Advisors, LLC in Chicago, out of 220 at the firm nationwide; it ranks number 145 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Waverly Advisors, LLC advisors in Chicago, A to Z
Every Waverly Advisors, LLC advisor →- Mark J. AloisioInvestment adviser rep
- Joseph M. CheffInvestment adviser rep
- Katherine B. ScottInvestment adviser rep
- Cooper D. WhiteInvestment adviser rep
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 5Colorado Springs, CO 4West Barnstable, MA 4Austin, TX 3
Other firms in Chicago
All Chicago advisors →Morgan Stanley 557J.P. Morgan Securities LLC 549Hightower Advisors, LLC 448Merrill Lynch, Pierce, Fenner & Smith Incorporated 448William Blair 261Bankers Life Advisory Services, Inc. 229Nuveen Asset Management, LLC 219UBS Financial Services Inc. 173Neuberger Berman Bd LLC 108Wells Fargo Clearing Services, LLC 107LPL Financial LLC 104Strategic Advisers LLC 95
Questions
How many financial advisors does Waverly Advisors, LLC have in Chicago?
4 investment adviser representatives are registered at Waverly Advisors, LLC offices in Chicago, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 220 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Waverly Advisors, LLC one of the largest advisor employers in Chicago?
Waverly Advisors, LLC ranks number 145 in Chicago by registered advisors; Morgan Stanley has the most, with 557.
How do I check a Waverly Advisors, LLC advisor in Chicago?
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.