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Eric Francis Geary

Waverly Advisors, LLC

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About Eric Francis Geary

Eric Francis Geary is an Investment Advisor Representative at Waverly Advisors, LLC, with offices in Birmingham, Alabama and Zionsville, Indiana. Eric has a Series 65 license and is registered in Indiana. He has a background in financial services, having previously worked at Column Capital Wealth Management, Crowe Horwath, and Sherck, Hussey, Johnson, & McNaughton. Eric is also a Registered Investment Advisor for Centerpoint Wealth Management, LLC. Waverly Advisors, LLC provides a variety of financial planning services, including portfolio management for individuals, businesses, and pooled investment vehicles. They also offer pension consulting and selection of other advisers.

Firm Information

Eric Geary 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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Eric Geary’s Registration & Firm History

AL

10/01/2024 - Present

Waverly Advisors, LLC (BIRMINGHAM AL)

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Licenses & Designations

IA

Issued 08/18/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Francis Geary.
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