Brian Kelly Hershberger
Investment adviser representative at Waverly Advisors, LLC
27 yearsExperience
3 statesRegistered in
CFA, CFP® certificationDesignations
$29.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Waverly Advisors, LLCMar 2023 to now
- Omni Wealth Advisors, LLCOct 1999 to now
Designations
- CFA
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 3 states (FL, GA, TX).
Waverly Advisors, LLC
$29.9BAssets managed
13,689Clients
226Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4456878
- Firm CRD
- 115332