William Clay McDaniel is listed as Chief Investment Officer at Waverly Advisors, LLC in Birmingham, AL. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Waverly Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does William Clay McDaniel work?
William Clay McDaniel is listed as Chief Investment Officer at Waverly Advisors, LLC on SEC Form ADV.
How much of Waverly Advisors, LLC does William Clay McDaniel own?
Form ADV reports a beneficial ownership band of Under 5%.