Marc
Salyers

Waverly Advisors, LLC

CRD#6560150
Investment Advisor
in Mobile, AL

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About this Advisor

Marc Salyers is a financial advisor based in Mobile, Alabama, working with Waverly Advisors, LLC. Marc has previously held positions at Morgan Stanley, Samford University, Morgan Stanley Private Bank, National Association, Aptus Capital Advisors, LLC, Quasar Distributors, LLC, Je Sandifer Financial Consultants Inc Dba Sandifer & Associates, and Waverly Advisors, LLC. Marc has passed the Series 66 regulatory exam and is registered to provide services in Alabama and Texas. Currently, Marc is part of Waverly Advisors, LLC, which operates out of Mobile, Alabama. The firm has 18 offices and 153 employees. The firm manages assets totaling $11.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Waverly Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3615 Old Shell Road
Mobile, AL 36608

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Waverly Advisors, LLC Brokerage Details

Total Assets Under Management

$11,379,745,311

AL Average: $1,620,585,161
Total Number of Employees

153

AL Average: 52
Total Number of Accounts

15,983

AL Average: 1,560
Average Account Size

$711,991

AL Average: $1,038,837

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

Marc Salyers Work History

2022 - Present (3 years)

Waverly Advisors, LLC

2017 - 2023 (6 years)

Je Sandifer Financial Consultants Inc Dba Sandifer & Associates

2016 - 2017 (1 year)

Aptus Capital Advisors, LLC

2016 - 2016 (< 1 year)

Quasar Distributors, LLC

2015 - 2016 (1 year)

Morgan Stanley

2015 - 2016 (1 year)

Morgan Stanley Private Bank, National Association

2014 - 2015 (1 year)

Samford University

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Disclosures

Please visit the SEC profile of Marc Salyers 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

Laura Baker
Birmingham, AL
Jennifer Ryan
Merrillville, IN
Marc Salyers
Mobile, AL
Dalton Clary
Birmingham, AL
Benjamin Logan
Birmingham, AL
Nicholas Sturgis
Atlanta, GA
Leigh Thrash
Birmingham, AL
Preston Sharpe
Peachtree City, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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