Orlow Medwin Walstad III
Investment Adviser Representative at Waverly Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Orlow Medwin Walstad III is an investment adviser representative with Waverly Advisors, LLC in Atlanta, GA, where they have been registered since 2022. They have worked in the securities industry since 2011 and have been registered with 4 firms, including BT Wealth Management, LLC and Northwestern Mutual Investment Services,llc. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Georgia.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Georgia
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.
- BT Wealth Management, LLCJun 2015 – Jul 2022Atlanta, GA
- Waverly Advisors, LLCJul 2022 – 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. Orlow Medwin Walstad III 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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