Joshua
Reidinger
Waverly Advisors, LLC
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About this Advisor
Joshua Reidinger is a financial advisor based out of Birmingham, Alabama with 22 years of industry experience. Reidinger works at Waverly Advisors, LLC. During their career, the advisor has held roles at Warren Averett Asset Management, LLC, Warren Averett, LLC and Waverly Advisors, LLC. Reidinger maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Alabama, Florida and Texas. Waverly Advisors, LLC is an advisory business based in Birmingham, AL. The firm has offices in eight locations and a total of 80 people on staff. It has $6 billion in total assets among its 6,289 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 31 charities and foundations. Of its 6,289 client accounts, 40% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The business has a number 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 advisory fee schedules usually depend on which services the firm provides the client. 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
Joshua Reidinger Work History
Joshua has been registered as a financial advisor for 22 years.*
Waverly Advisors, LLC
Warren Averett Asset Management, LLC
Warren Averett, 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 Joshua Reidinger 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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