Unclaimed Profile

Sean Paul Bresnan

WAVERLY ADVISORS, LLC·BIRMINGHAM, Alabama

WAVERLY ADVISORS, LLC

600 UNIVERSITY PARK PLACE, BIRMINGHAM, AL 35209CRD# 6626785Firm CRD# 115332

Profile Verification

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

Identity

Sean Paul Bresnan · BIRMINGHAM, AL

Registration

CRD #6626785 · WAVERLY ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Sean Paul Bresnan is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with WAVERLY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WAVERLY ADVISORS, LLC

AUM

$14.5B

Regulatory assets under management

Employees

254

Total firm employees

View all advisors at WAVERLY ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6626785

Firm CRD# 115332

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sean Paul Bresnan offer?

Sean Paul Bresnan specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Sean Paul Bresnan's credentials?

Sean Paul Bresnan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sean Paul Bresnan located?

Sean Paul Bresnan is based in BIRMINGHAM, Alabama, working with WAVERLY ADVISORS, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Sean Paul Bresnan charge for services?

Sean Paul Bresnan'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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