Stedman Strickland
Stedman Strickland is a registered investment advisor at Waverly Advisors, LLC, based in Ridgeland, MS, with 2 years of industry experience. Stedman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 12,463 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Waverly Advisors charges an advisory fee for managing your investments, calculated as a percentage of the total value of your portfolio. The specific percentage ranges from 0.25% to 1.5% per year, depending on the amount you invest. Some clients pay a flat percentage, while others pay a declining percentage as the portfolio size increases. There may be a minimum annual fee. Some investment strategies, like individual stock strategies, may have an additional 0.25% annual fee.
Location
800 Woodlands Pkwy #208, Ridgeland, MS, 39157
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stedman works as an assistant to a Woodbury representative, Dennis Meek, on his securities and insurance business since January 2022. This role at Dennis Meek and Company takes nearly full-time hours.
Employment History
Current Registrations
Waverly Advisors, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Woodbury Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.