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Glenn Waddell, portrait

Glenn Waddell

General Counsel & Chief Compliance Officer at EverSource Wealth Advisors

Firm officerUpdated

Glenn Waddell has been General Counsel & Chief Compliance Officer of Eversource Wealth Advisors, LLC, a Birmingham, AL investment adviser managing $5.1B, since September 2017.

9
Years in role
$5.1B
Firm AUM
4,338
Firm clients
76
Firm advisers

From Form ADV filed 25 September 2026Form ADV

Career

Glenn Waddell is a control person of EverSource Wealth Advisors and directly owns under 5% of it. Glenn Waddell holds a Juris Doctor from The University of Alabama School of Law, a BS in Mechanical Engineering from The University of Alabama and a Master of Arts in Religion from Reformed Theological Seminary.

EverSource Wealth Advisors is an investment adviser based in Birmingham, AL, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, other clients and individual clients. Its regulatory assets under management total $5.1 billion, as filed on 25 September 2026. Its fees, ownership and offices are on the firm’s profile.

Glenn Waddell is General Counsel & Chief Compliance Officer of EverSource Wealth Advisors. As general counsel, head of enterprise risk, and chief compliance officer, he holds executive-level oversight for all EverSource legal matters. Before joining EverSource, Waddell was president of Birmingham Theological Seminary for 11 years, and before that practiced law for more than 15 years with two Alabama law firms, including as a partner at Balch & Bingham LLP.

Key facts

CRD
6868795
Firm
EverSource Wealth Advisors · CRD 286340
Role
General Counsel & Chief Compliance Officer
In role since
September 2017 · 9 years
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
Birmingham, AL
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Glenn Waddell work?

Glenn Waddell has been General Counsel & Chief Compliance Officer of Eversource Wealth Advisors, LLC since September 2017, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 25 September 2026

How can I verify Glenn Waddell’s record?

Glenn Waddell’s role is listed on Eversource Wealth Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 286340.

Source: Form ADV, Schedule A, filed 25 September 2026

Leadership at EverSource Wealth Advisors

Sources

  1. IAPD individual lookup, CRD 6868795, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Eversource Wealth Advisors, LLC, filed 25 September 2026. Title, control and ownership bands.
  3. EverSource Wealth Advisors team page. Biography, education, credentials, awards and the portrait, reproduced for identification.