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Brian Mathew Chustz

Waverly Advisors, LLC

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About Brian Mathew Chustz

Brian Mathew Chustz is an Investment Advisor Representative with Waverly Advisors, LLC. Brian has been in the industry for over 10 years and holds the Series 66, Series 7, and SIE licenses. Brian is a Partner with The Chustz Law Firm, a Board Member of the Fayette County Chamber of Commerce, and a Board Member of Club Corp. Brian is a specialist in working with individuals, pension and profit-sharing plans, charitable organizations, high-net-worth individuals, and corporations or other businesses. Previously, Brian worked with Edward Jones and Purshe Kaplan Sterling Investments.

Firm Information

Brian Chustz is currently registered with Waverly Advisors, LLC. Waverly Advisors, LLC is a Registered Investment Advisor based in Birmingham, Alabama. The firm manages over $14.5 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm offers a wide range of services, including financial planning, portfolio management, pension consulting, and selection of other advisors. They provide financial services throughout the United States.
Waverly Advisors, LLC

600 UNIVERSITY PARK PLACE

BIRMINGHAM, AL 35209

$14.54B

Assets Under Management

25

Total Clients

85

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Chustz’s Registration & Firm History

GA

09/09/2024 - Present

Waverly Advisors, LLC (PEACHTREE CITY GA)

GA

03/06/2019 - 11/14/2019

PURSHE KAPLAN STERLING INVESTMENTS (Peachtree City GA)

GA

10/21/2013 - 03/08/2019

EDWARD JONES (PEACHTREE CITY GA)

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Licenses & Designations

BOTH

Issued 11/08/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Mathew Chustz.
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