Unclaimed Profile

William Clay Mcdaniel

WAVERLY ADVISORS, LLC·BIRMINGHAM, Alabama

Clean record8 years registeredWAVERLY ADVISORS, LLC

600 UNIVERSITY PARK PLACE, BIRMINGHAM, AL 35209CRD# 6611440Firm CRD# 115332

Profile Verification

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

Identity

William Clay Mcdaniel · BIRMINGHAM, AL

Registration

CRD #6611440 · WAVERLY ADVISORS, LLC · 8 years registered

Brand Profile

Not yet started

Career History

WAVERLY ADVISORS, LLC

Sep 2022 – present

BT WEALTH MANAGEMENT, LLC

Jan 2018 – Jul 2022

ATLANTA, GA

Registrations & Exams

Registration record

First registered · January 3, 2018

Years registered · 8

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 William Clay Mcdaniel offer?

William Clay Mcdaniel specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are William Clay Mcdaniel's credentials?

William Clay Mcdaniel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Clay Mcdaniel located?

William Clay Mcdaniel is based in BIRMINGHAM, Alabama, working with WAVERLY ADVISORS, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does William Clay Mcdaniel charge for services?

William Clay Mcdaniel'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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