AdFi
CB

Carl Brandt McDonald Jr

Investment Adviser Representative at WAVERLY ADVISORS, LLC

Montgomery, ALCRD #1968938Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
37 yrs
States Registered
1 states
Exams Passed
7

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Alabama
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 9/29/1989
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/16/1989
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 1/2/2023
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 1/2/2023
Series 51
Municipal Fund Securities Principal Examination
Passed 3/9/2012
Series 8
General Securities Sales Supervisor Examination (Options Module & General Module)
Passed 3/27/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Waverly Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WAVERLY ADVISORS, LLCCurrent
7/24/2026Montgomery, AL
INVISTA ADVISORSCurrent
7/7/2016Montgomery, AL
LPL FINANCIAL LLC
4/2/20071/19/2017Montgomery, AL
RAYMOND JAMES FINANCIAL SERVICES
5/18/19994/4/2007Montgomery, AL

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at WAVERLY ADVISORS, LLC

Showing 12 of 221 in the directory

View WAVERLY ADVISORS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Carl Brandt McDonald Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched