Mitchell Thomas Bodenmiller
Investment adviser representative at Waverly Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$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
13 years in the industry.
- Waverly Advisors, LLCNov 2024 to now
- Buckingham Capital ManagementAug 2022 to Mar 2025
- Newedge Advisors, LLC.Nov 2021 to Jul 2022
- Mid Atlantic Capital CorporationJun 2021 to Jul 2022
- Mid Atlantic Financial ManagementJun 2021 to Jul 2022
- UnemployedFeb 2021 to Jun 2021
- Tudor Financial Inc.Aug 2018 to Jan 2021
- Westminster Financial Securities, Inc.Aug 2018 to Jan 2021
- Fifth Third BankSep 2017 to Aug 2018
- Ohio CatDec 2013 to Sep 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 7021464
- Firm CRD
- 115332