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Edward L. Carlisle Mr.

Investment Adviser Representative at WAVERLY ADVISORS, LLC

Ridgeland, MSCRD #5221093Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
States Registered
1 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Mississippi
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/29/2006

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
10/26/2023Ridgeland, MS
SOUNDPATH INVESTMENT ADVISORS, LLC
10/5/200611/16/2023Ridgeland, MS

Official records & sources

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

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About this profile

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Edward L. Carlisle Mr. - Financial Advisor in Ridgeland, MS | AdvisorFinder