Unclaimed Profile

Joshua Layne Reidinger

WAVERLY ADVISORS, LLC·BIRMINGHAM, Alabama

Series 7, Series 66Clean record24 years registeredWAVERLY ADVISORS, LLC

600 UNIVERSITY PARK PLACE, BIRMINGHAM, AL 35209CRD# 4228311Firm CRD# 115332

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joshua Layne Reidinger · BIRMINGHAM, AL

Registration

CRD #4228311 · WAVERLY ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WAVERLY ADVISORS, LLC

WAVERLY ADVISORS, LLC

Jul 2001 – Jan 2025

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · July 6, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WAVERLY ADVISORS, LLC

CRD 115332 · SEC 801-60741

AUM

$14.5B

Regulatory assets under management

Employees

254

22,135 client accounts

Services offered by WAVERLY ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at WAVERLY ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Joshua Layne Reidinger offer?

Joshua Layne Reidinger specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Joshua Layne Reidinger's credentials?

Joshua Layne Reidinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua Layne Reidinger located?

Joshua Layne Reidinger is based in BIRMINGHAM, Alabama, last registered with WAVERLY ADVISORS, LLC.

How does Joshua Layne Reidinger charge for services?

Joshua Layne Reidinger's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WAVERLY ADVISORS, LLC?

WAVERLY ADVISORS, LLC has approximately 254 employees and manages $14.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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