Marc
Salyers

Waverly Advisors, LLC

CRD#6560150
Investment Advisor
in Mobile, AL

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About this Advisor

Marc Salyers is a certified financial planner operating in Mobile, Alabama. Salyers is on the advisory team at Waverly Advisors, LLC. Throughout their career, Salyers has worked at Morgan Stanley, Samford University, Bc Orchies, Stb Lehavre, Bc Moutahed, 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. Salyers holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Alabama and Texas. Waverly Advisors, LLC is a company that has its headquarters in Birmingham, AL. It has offices in eight locations and a total of 80 people on staff. It has $6 billion in assets under management among its 6,289 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 31 charitable organizations. Of its 6,289 accounts, 40% are held by high-net-worth clients who have greater than $1 million in assets. Waverly Advisors, LLC offers a number 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. Financial management fee schedules largely are based on the financial services offered. However, fees charged by Waverly Advisors, LLC likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 1 year

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

$5,510,890,123

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

80

AL Average: 52
Total Number of Accounts

6,289

AL Average: 1,560
Average Account Size

$876,274

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

Marc has been registered as a financial advisor for 0 years.*

2022 - Present (2 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

2014 - 2014 (< 1 year)

Bc Orchies

2013 - 2013 (< 1 year)

Stb Lehavre

2012 - 2013 (1 year)

Bc Moutahed

*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 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

Kimberly Warner
Birmingham, AL
Kelly Clary
Birmingham, AL
Evan Crouse
Huntsville, AL
Jennifer Groulx
Birmingham, AL
Teresa Munro
Atlanta, GA
Orlow Walstad
Atlanta, GA
Elizabeth Brasher
Birmingham, AL
William Mcdaniel
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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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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