Michael O Hays
Investment adviser representative at Waverly Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$29.9BFirm assets
Are you Michael O Hays? Claim your profile
Contact this firm
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
10 years in the industry.
- Waverly Advisors, LLCNov 2024 to now
- Buckingham & CompanyMay 2021 to Mar 2025
- The Motley FoolMar 2021 to Apr 2021
- Covenant PlanningAug 2019 to Apr 2021
- Newcomer Funeral HomeNov 2018 to Dec 2018
- Accel Schools/montgomery Preparatory AcademyAug 2018 to Jul 2019
- Accel Schools/columbus Bilingual AcademyNov 2017 to Jul 2018
- Management Training CorporationJan 2017 to Nov 2017
- MathnasiumNov 2016 to Dec 2016
- UnemployedAug 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
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
- 7389630
- Firm CRD
- 115332