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Megan Leigh Hendrick

Investment adviser representative at Waverly Advisors, LLC
15 yearsExperience
1 stateRegistered in
$29.9BFirm assets
24 yearsFirm in business

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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.

  1. Waverly Advisors, LLCMay 2024 to now
  2. Derbend Asset ManagementMar 2019 to May 2024
  3. Edward JonesOct 2011 to Mar 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (GA).

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
5953773
Firm CRD
115332
Advisor's SEC record (opens in a new tab)
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