Scott
Craig

Waverly Advisors, LLC

CRD#4460431
Investment Advisor
in Atlanta, GA

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About this Advisor

Scott Craig is a chartered financial analyst working in Atlanta, Georgia with a total of 1 year of industry experience. Craig is an employee of Waverly Advisors, LLC. Their career trajectory has included roles at Bt Wealth Management, LLC and Waverly Advisors, LLC. Craig holds a Series 63 license, certifying them as a securities broker, and can serve investors in Georgia. Waverly Advisors, LLC is an advisory business headquartered in Birmingham, AL. The investment advisory business has offices in eight locations and a total of 80 people on staff. It administers $6 billion in assets under management among its 6,289 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 31 charitable organizations. Of its 6,289 client accounts, 40% are held by high-net-worth investors who have at least $1 million in investable assets. The firm offers 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. A financial advisor's fee schedules usually depend on which services the firm provides the client. Fees billed by Waverly Advisors, LLC may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

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

3300 Riverwood Parkway Suite 1075
Atlanta, GA 30339

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Waverly Advisors, LLC Brokerage Details

Total Assets Under Management

$5,510,890,123

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

80

GA Average: 52
Total Number of Accounts

6,289

GA Average: 1,560
Average Account Size

$876,274

GA 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

Scott Craig Work History

Scott has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Waverly Advisors, LLC

2010 - 2022 (12 years)

Bt Wealth Management, 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 Scott Craig 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

Kelly Clary
Birmingham, AL
Evan Crouse
Huntsville, AL
Kimberly Warner
Birmingham, AL
Benjamin Logan
Birmingham, AL
Teresa Munro
Atlanta, GA
Anneliese Roemer
Montgomery, AL
Jeffrey Helms
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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