TrueAdvisor
TrueAdvisor
GC
GC

Gregory James Conway

Waverly Advisors, LLC
31 Years of Experience
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Waverly Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
172 advisors
Number of Clients
10,085 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$16.1B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000

Location

450 Alaskan Way S, Suite 500, Seattle, WA, 98104

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Waverly Advisors, LLC
October 2025 - Present · 4 mos
Pacific Portfolio Consulting, LLC
February 2023 - Present · 3 yrs
Previous Registrations
Conway Jarvis LLC
June 1994 - January 2023 · 28 yrs 7 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.