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Kelly Scott Clary

Waverly Advisors, LLC

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About Kelly Scott Clary

Kelly Clary is an Investment Advisor Representative at Waverly Advisors, LLC. Kelly has been in the industry since November 2010 and has held prior positions at G.L.S. & ASSOCIATES, INC. Kelly is registered in Alabama and Florida. Kelly has a Series 6, Series 7, Series 63, and Series 65. Kelly specializes in providing financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles and selection of other advisors.

Firm Information

Kelly Clary 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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Kelly Clary’s Registration & Firm History

AL

04/03/2013 - Present

Waverly Advisors, LLC (BIRMINGHAM AL)

NC

11/12/2010 - 01/17/2013

G.L.S. & ASSOCIATES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 09/27/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/07/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/16/2011

Series 7 - General Securities Representative Examination

BC

Issued 11/11/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelly Scott Clary.
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