Aaron
Nelson
Waverly Advisors, LLC
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About this Advisor
Aaron Nelson is a financial advisor operating out of Birmingham, Alabama who has 7 years of industry experience. Nelson is on the advisory team at Waverly Advisors, LLC. Their career trajectory has included roles at Amn Consulting, LLC, Warren Averett Asset Management, LLC, Emerant Wealth, LLC and Waverly Advisors, LLC. Nelson maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Alabama, Florida and Georgia. Waverly Advisors, LLC is a financial advisory firm operating out of Birmingham, AL. The firm has offices in eight locations and a total of 80 employees. It manages $6 billion in assets across its 6,289 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 31 charitable organizations. Of its 6,289 client accounts, 40% are held by high-net-worth investors who have at least $1 million in assets available to invest. Waverly Advisors, LLC offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fees billed by Waverly Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Waverly Advisors, LLC Brokerage Details
$5,510,890,123
80
6,289
$876,274
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Aaron Nelson Work History
Aaron has been registered as a financial advisor for 7 years.*
Waverly Advisors, LLC
Emerant Wealth, LLC
Warren Averett Asset Management, LLC
Amn Consulting, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aaron Nelson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Waverly Advisors, LLC
Birmingham, AL
Huntsville, AL
Birmingham, AL
Montgomery, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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