Kashish Meghani
Investment adviser representative at Waverly Advisors, LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Waverly Advisors, LLCJan 2024 to now
- Strategiq Financial Group, LLCAug 2021 to Mar 2024
- Savant Wealth ManagementNov 2020 to May 2021
- First Secure Community BankJul 2020 to Aug 2020
- Northern Illinois UniversityAug 2019 to May 2021
- UnemployedApr 2019 to Aug 2019
- Kdl & Co.Jul 2018 to Mar 2019
- M Bhutra & AssociatesJan 2018 to Jun 2018
- Veer Narmad South Gujarat UniversityJul 2015 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (IL, IN).
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
- 7457072
- Firm CRD
- 115332