Financial ADVSR advisor directory · SEC adviser records
Waverly Advisors, LLC financial advisors in Cincinnati, OH
Every SEC-registered investment adviser representative at a Waverly Advisors, LLC office in Cincinnati, A to Z.
4 registered advisors work at Waverly Advisors, LLC in Cincinnati, out of 220 at the firm nationwide; it ranks number 92 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Waverly Advisors, LLC advisors in Cincinnati, A to Z
Every Waverly Advisors, LLC advisor →- Leah C. SchulteCertified Financial Planner
- Neal SchulteCertified Financial Planner
- Nicholas N. SchulteCertified Financial Planner
- Jacob A. WeberInvestment 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 8Merrillville, IN 7Atlanta, GA 6Baltimore, MD 6Charlotte, NC 6Metairie, LA 6Ridgeland, MS 6Seattle, WA 6Hamilton, OH 5Chicago, IL 4Colorado Springs, CO 4West Barnstable, MA 4Austin, TX 3
Other firms in Cincinnati
All Cincinnati advisors →Strategic Advisers LLC 196UBS Financial Services Inc. 188Morgan Stanley 128Merrill Lynch, Pierce, Fenner & Smith Incorporated 118Fifth Third Securities, Inc. 92Touchstone Advisors Inc. 59Johnson Investment Counsel, Inc. 57Pfs Investments Inc. 56Wells Fargo Clearing Services, LLC 56Ameriprise Financial Services, LLC 51LPL Financial LLC 49Cambridge Investment Research Advisors, Inc. 44
Questions
How many financial advisors does Waverly Advisors, LLC have in Cincinnati?
4 investment adviser representatives are registered at Waverly Advisors, LLC offices in Cincinnati, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 220 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Waverly Advisors, LLC one of the largest advisor employers in Cincinnati?
Waverly Advisors, LLC ranks number 92 in Cincinnati by registered advisors; Strategic Advisers LLC has the most, with 196.
How do I check a Waverly Advisors, LLC advisor in Cincinnati?
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.