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Financial ADVSR advisor directory · SEC adviser records

Waverly Advisors, LLC financial advisors in Seattle, WA

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

7 registered advisors work at Waverly Advisors, LLC in Seattle, out of 220 at the firm nationwide; it ranks number 45 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Waverly Advisors, LLC advisors in Seattle, 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 6Hamilton, OH 5Chicago, IL 4Colorado Springs, CO 4West Barnstable, MA 4Austin, TX 3

Other firms in Seattle

All Seattle advisors →

Morgan Stanley 144Merrill Lynch, Pierce, Fenner & Smith Incorporated 123Wells Fargo Clearing Services, LLC 113Brighton Jones LLC 104J.P. Morgan Securities LLC 95LPL Financial LLC 74UBS Financial Services Inc. 74RBC Capital Markets, LLC 64Edward Jones 61Robert W. Baird & Co. Incorporated 58D.A. Davidson & Co. 51Strategic Advisers LLC 51

Questions

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

7 investment adviser representatives are registered at Waverly Advisors, LLC offices in Seattle, Washington, 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 Seattle?

Waverly Advisors, LLC ranks number 45 in Seattle by registered advisors; Morgan Stanley has the most, with 144.

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

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.