Emily M Cozad
Investment adviser representative at Waverly Advisors, LLC
12 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
12 years in the industry.
- Waverly Advisors, LLCNov 2024 to now
- Buckingham & CompanyOct 2018 to Mar 2025
- Wright Patterson Air Force Base BMay 2018 to Aug 2018
- Self EmployedMar 2017 to Feb 2018
- Wright State UniversityAug 2016 to May 2019
- CulversMar 2014 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7336049
- Firm CRD
- 115332