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David Bradley Fields

Waverly Advisors, LLC

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About David Bradley Fields

David Bradley Fields is an investment advisor representative at Waverly Advisors, LLC. David has over 30 years of experience in the financial services industry. David is a Chartered Financial Analyst and holds the Series 7, 63 and 65 securities licenses. David has worked for several firms, including Smith Barney Inc. and Lehman Brothers Inc. David currently works out of the Atlanta office of Waverly Advisors, LLC.

Firm Information

David Fields 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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David Fields’s Registration & Firm History

GA

09/26/2023 - Present

Waverly Advisors, LLC (ATLANTA GA)

NA

07/31/1993 - 02/02/1995

SMITH BARNEY INC.

NA

01/22/1992 - 07/31/1993

LEHMAN BROTHERS INC.

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Licenses & Designations

IA

Issued 05/29/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/10/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/20/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Bradley Fields.
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