Quinn Stephen Michel
Investment adviser representative at Waverly Advisors, LLC
9 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
9 years in the industry.
- Waverly Advisors, LLCDec 2024 to now
- Planning Capital ManagementFeb 2024 to Dec 2024
- Brickshire Investment GroupJan 2018 to Jan 2024
- The Gables At Chadds FordOct 2015 to Mar 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6941440
- Firm CRD
- 115332