Anneliese
Roemer
Waverly Advisors, LLC
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About this Advisor
Anneliese Roemer is a financial advisor who works out of Montgomery, Alabama, with a total of 11 years of relevant experience. Roemer works at Waverly Advisors, LLC. The advisor has gained experience at Warren Averett Asset Management, LLC and Waverly Advisors, LLC. Roemer maintains a Series 65 license, which qualifies them as an investment advisor representative, and can work in Alabama. Waverly Advisors, LLC is a financial advisory firm that has its headquarters in Birmingham, AL. It has offices in eight locations and a total of 80 people on staff. It oversees $6 billion in total assets between its 6,289 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 31 charitable organizations. Of its 6,289 customer accounts, 40% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The business offers a broad set of services, including 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. Financial management fees vary depending on the services offered. Fees billed by Waverly Advisors, LLC can consist of 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
Anneliese Roemer Work History
Anneliese has been registered as a financial advisor for 11 years.*
Waverly Advisors, LLC
Warren Averett Asset Management, 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 Anneliese Roemer 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
Huntsville, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
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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