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Clayton Michael Reynolds

Investment Adviser Representative at WAVERLY ADVISORS, LLC

Cincinnati, OHCRD #6117316Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Clayton Michael Reynolds has worked in the securities industry since 2012. They have passed the Series 66 and 7 examinations. They are registered to provide investment advisory services in Ohio.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Ohio
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/29/2012
SIE
Securities Industry Essentials Examination
Passed 12/31/2017
Series 7
General Securities Representative Examination
Passed 9/27/2012

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
10/22/2024Cincinnati, OH
9258 WEALTH MANAGEMENT, LLC
1/9/201812/2/2024Blue Ash, OH
RAYMOND JAMES & ASSOCIATES, INC.
12/21/201612/31/2017Cincinnati, OH
MWA FINANCIAL SERVICES, INC.
5/20/201612/20/2016Wilmington, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
4/17/20154/20/2016Mount Orab, OH
CETERA INVESTMENT ADVISERS LLC
1/21/20144/15/2015Mt Orab, OH
CETERA INVESTMENT SERVICES LLC
11/30/20121/21/2014Mt. Orab, OH

Official records & sources

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

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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. Clayton Michael Reynolds 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Clayton Michael Reynolds - Financial Advisor in Cincinnati, OH | AdvisorFinder