Nicholas N Schulte
Investment adviser representative at Waverly Advisors, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
15 years in the industry.
- Waverly Advisors, LLCSep 2025 to now
- LPL Financial LLCFeb 2018 to Sep 2025
- Schulte & Uhrig CpasJan 2017 to Sep 2025
- Brass Tax Wealth Management, Inc.Nov 2016 to Sep 2025
- Invest Financial CorpOct 2011 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 5197002
- Firm CRD
- 115332