Katy Lynn Hane
Investment Adviser Representative at Waverly Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Katy Lynn Hane is an investment adviser representative with Waverly Advisors, LLC in Metairie, LA, where they have been registered since 2026. They have worked in the securities industry since 2016 and have been registered with 4 firms, including Truwealth Advisors, LLC and Cetera Investment Advisers LLC. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 6 (investment company and variable products). They are registered to provide investment advice in Louisiana.
Office
Advisors at this office: 13
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Louisiana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- JP Morgan Securities LLCAug 2016 – Feb 2018Baton Rouge, LA
- JPMorgan Chase BankAug 2016 – Feb 2018Baton Rouge, LA
- Jpmorgan Chase BANK, N.AAug 2016 – Feb 2018Baton Rouge, LA
- Avantax Investment Services, Inc.Feb 2018 – Feb 2021Baton Rouge, LA
- Avantax Insurance Agency LLCMar 2018 – Feb 2021Baton Rouge, LA
- Cetera Financial Specialists LLCFeb 2021 – Aug 2023Schaumburg, IL
- Cetera Investment Advisers LLCFeb 2021 – Aug 2023Schaumburg, IL
- Schexnayder Wealth AdvisorsMar 2018 – Feb 2021Laplace, LA
- TruWealth Advisors, LLCAug 2023 – Apr 2025Metaire, LA
- TruWealth Advisors, LLCApr 2025 – Apr 2026Metairie, LA
- Waverly Advisors, LLCApr 2026 – no end date reportedBirmingham, AL
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Waverly Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Private Client Services blending investment management, tax, estate, retirement, education, risk management and financial planning; Waverly Business Services including accounting, tax, individual planning, asset management and business optimization; Waverly Women offering financial planning and investment management; Family Office managing investment portfolios, estate planning, real estate and staff; Trust Services with customized trust solutions; Institutional Consulting for academic institutions, religious foundations and community grant makers; and Corporate Retirement services.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 221
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Birmingham, AL
- Founded:
- 1999
- SEC file number:
- 801-60741
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 31, 2026
View full firm profileOther advisors at Waverly Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Katy Lynn Hane 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.
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