Tristan Mancisidor
Investment adviser representative at Waverly Advisors, LLC
10 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
10 years in the industry.
- Waverly Advisors, LLCJan 2026 to now
- Pure Portfolios Holdings, LLCJun 2025 to Mar 2026
- Cable Hill Partners, LLCJun 2023 to Aug 2023
- Pihl Financial Planning, LLCFeb 2023 to Apr 2023
- George Fox UniversityJul 2021 to May 2025
- Los Angeles Film SchoolMay 2020 to Apr 2021
- US Army (usasoc)Jan 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (OR, WA).
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
- 8186241
- Firm CRD
- 115332