Cheryl
Bott
Waverly Advisors, LLC
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About this Advisor
Cheryl Bott is a financial advisor based in Saint Petersburg, Florida, working with Waverly Advisors, LLC. Cheryl has previously held positions at Stancorp Investment Advisers, Inc, United Capital Financial Advisers, LLC, Holifield Financial Advisory Services/Prosper Financial Advisers, and Waverly Advisors, LLC. Cheryl is registered to provide services in Florida. Currently, Cheryl is part of Waverly Advisors, LLC, which operates out of Saint Petersburg, Florida. 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
Services Offered
Fee Structure
Office Location
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Waverly Advisors, LLC Brokerage Details
$11,379,745,311
153
15,983
$711,991
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
Cheryl Bott Work History
Waverly Advisors, LLC
Holifield Financial Advisory Services/Prosper Financial Advisers
United Capital Financial Advisers, LLC
Stancorp Investment Advisers, Inc
Disclosures
Please visit the SEC profile of Cheryl Bott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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