Unclaimed Profile

Justin Thomas Russell

WAVERLY ADVISORS, LLC·BIRMINGHAM, Alabama

Series 7, Series 24, Series 31, Series 66Clean record22 years registeredWAVERLY ADVISORS, LLC

600 UNIVERSITY PARK PLACE, BIRMINGHAM, AL 35209CRD# 4720377Firm CRD# 115332

Profile Verification

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

Identity

Justin Thomas Russell · BIRMINGHAM, AL

Registration

CRD #4720377 · WAVERLY ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

WAVERLY ADVISORS, LLC

Jan 2007 – present

MORGAN STANLEY

Jul 2005 – Nov 2006

BIRMINGHAM, AL

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Feb 2004 – Mar 2005

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 31

Series 66

Registration record

First registered · February 19, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. 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 Justin Thomas Russell offer?

Justin Thomas Russell specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Justin Thomas Russell's credentials?

Justin Thomas Russell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Justin Thomas Russell located?

Justin Thomas Russell is based in BIRMINGHAM, Alabama, working with WAVERLY ADVISORS, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Justin Thomas Russell charge for services?

Justin Thomas Russell'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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