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Steven Clay Causey

Waverly Advisors, LLC

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About Steven Clay Causey

Steven Clay Causey is a Registered Investment Advisor associated with Waverly Advisors, LLC. Steven has been in the industry since July 1999. Steven is currently registered with the states of Alabama and Florida. In addition to his current role, Steven has previous experience with PURSHE KAPLAN STERLING INVESTMENTS and 1ST GLOBAL CAPITAL CORP. Steven holds the Series 66 and Series 7 licenses. Steven has specialized in Financial Planning, Pension Consulting, Selection of Other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles.

Firm Information

Steven Causey 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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Steven Causey’s Registration & Firm History

AL

06/12/2012 - Present

Waverly Advisors, LLC (BIRMINGHAM AL)

AL

11/24/2003 - 04/26/2010

PURSHE KAPLAN STERLING INVESTMENTS (BIRMINGHAM AL)

TX

09/15/1999 - 12/17/2003

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 10/04/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/14/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Clay Causey.
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