Ryan Mackenzie Baldwin
Investment adviser representative at Waverly Advisors, LLC
14 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
14 years in the industry.
- Waverly Advisors, LLCMar 2025 to now
- Grant Gross MendelsohnOct 2017 to Aug 2025
- Jackson Hewitt Tax ServicesOct 2016 to Apr 2017
- Robert Morris UniversityAug 2013 to May 2017
- Eggcellence, Ltd.Jun 2012 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 6907522
- Firm CRD
- 115332