Marc
Salyers
Waverly Advisors, LLC
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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
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
Marc Salyers Work History
Marc has been registered as a financial advisor for 0 years.*
Waverly Advisors, LLC
Je Sandifer Financial Consultants Inc Dba Sandifer & Associates
Aptus Capital Advisors, LLC
Quasar Distributors, LLC
Morgan Stanley
Morgan Stanley Private Bank, National Association
Samford University
Bc Orchies
Stb Lehavre
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
Birmingham, AL
Birmingham, AL
Huntsville, AL
Birmingham, AL
Atlanta, GA
Atlanta, GA
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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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.