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Justin Russell, portrait

Justin Russell

President/Chief Executive Officer at Waverly Advisors

Investment adviser registrationBirmingham, ALSEC record checked 17 October 2026

22
Years in the industry
19
Years at the firm
3
Adviser firms
2
State registrations

IAPD record retrieved 17 October 2026SEC record

Justin Russell is President/Chief Executive Officer of Waverly Advisors, LLC, a Birmingham investment adviser managing $29.9B. Justin Russell has been registered through Waverly Advisors since 9 January 2007, has 22 years in the industry across 3 firms and has passed the Series 7, Series 66, Series 31 and Series 24.

Role at Waverly Advisors

Title on Schedule A
President/Chief Executive Officer
Control
Justin Russell is a control person of Waverly Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Justin Russell has held the filed role since December 2021.

The firm

Waverly Advisors, LLC
Birmingham, AL

Form ADV filed 31 August 2026

$29.9B AUM13,689 clients197 advisers26 offices

Career on record

Justin Russell has been registered through Waverly Advisors since January 2007, and before that through Morgan Stanley and American Express Financial Advisors, Inc..

Firms and exams, newest first
  1. Passed Series 24 · 2007
  2. Waverly Advisors, LLCCurrent
    – present · 20 years
    Birmingham, AL · Adviser representative · Firm CRD 115332
  3. Passed Series 31 · 2005
  4. Morgan Stanley
    – · 1 year
    Birmingham, AL · Adviser representative · Firm CRD 7556
  5. American Express Financial Advisors, Inc.
    – · 1 year
    Birmingham, AL · Adviser representative · Firm CRD 6363
  6. Passed Series 7 and Series 66 · 2004

Registrations and exams

Justin Russell has a current investment-adviser registration in Alabama and Louisiana and has passed 4 qualifying exams.

Alabama9 January 2007
Scope
Investment adviser representative
Status
Approved
Louisiana30 August 2016
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6617 February 2004
Name
Uniform Combined State Law Examination
Series 2426 February 2007
Name
General Securities Principal Examination
Series 3112 August 2005
Name
Futures Managed Funds Examination
Series 76 February 2004
Name
General Securities Representative Examination

Individual record

Full name
Justin Thomas Russell
CRD
4720377
Firm
Waverly Advisors, LLC
Registration status
Investment adviser registration
Office
600 UNIVERSITY PARK PLACE, SUITE 501, Birmingham, AL 35209
Firm bio
waverly-advisors.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Justin Russell has been with Waverly since 2006 and serves as Partner, President and CEO. The firm describes his focus as developing teams and guiding the firm's strategy and culture. Waverly Advisors biography

Education

Credentials and memberships

Common questions

Where does Justin Russell work?

Justin Russell has been President/Chief Executive Officer of Waverly Advisors, LLC since December 2021, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 August 2026

Is Justin Russell a financial advisor?

Yes. Justin Russell has a current investment-adviser registration in Alabama and Louisiana, through Waverly Advisors since January 2007, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Justin Russell have?

Justin Russell has worked in the financial industry for 22 years as of 17 October 2026, counted from 10 August 2004, across 3 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Justin Russell passed?

Justin Russell has passed 4 licensing exams: the Series 7, Series 66, Series 31 and Series 24. The earliest, the Series 7, was passed in February 2004.

Source: IAPD individual record, checked 17 October 2026

Where did Justin Russell work before Waverly Advisors?

Before Waverly Advisors, Justin Russell was registered through Morgan Stanley, July 2005 to November 2006; American Express Financial Advisors, Inc., February 2004 to March 2005.

Source: IAPD individual record, checked 17 October 2026

Where is Justin Russell based?

Justin Russell’s registered office is in Birmingham, AL.

Source: IAPD individual record, checked 17 October 2026

Leadership at Waverly Advisors

Sources

  1. IAPD individual record, CRD 4720377. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Waverly Advisors, LLC, filed 31 August 2026. Title, control and ownership bands.
  3. Waverly Advisors team page. Biography, education, credentials, awards and portrait.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Justin Russell or Waverly Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.

The portrait is reproduced from the firm’s website for identification.