Justin Snell

Title on Schedule A

Chief Operating Officer

Control

Justin Snell is a control person of Waverly Advisors.

Ownership

An individual ownership band is not available in the source record.

Tenure

Justin Snell has held the filed role since July 2022.

The firm

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Individual registration and examination information for Justin Snell is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name

Justin Snell

CRD

6929540

Firm

Waverly Advisors, LLC

Record basis

Form ADV officer listing

Firm bio

waverly-advisors.com

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Justin Snell is Waverly's partner and chief operating officer. The firm says he joined in July 2022 when BT Wealth Management merged with Waverly; he previously held COO and CCO roles at BT and spent more than 20 years in public accounting. Waverly Advisors biography

Education

• Bachelor of Science in Accounting, Clemson University (1996; magna cum laude).Waverly Advisors biography

Credentials and memberships

• Certified Public Accountant (CPA; listed by Waverly).Waverly Advisors biography
• Certified in Financial Forensics (CFF; listed by Waverly).Waverly Advisors biography

• 
  Justin Russell

  President/Chief Executive Officer
• 
  James Lazenby

  Chief Financial Officer
• 
  Thomas Claud

  Chief Compliance Officer
• 
  John Cox

  Chief Economist
• 
  Brent Gunn

  Chief Information Officer
• 
  Wayne Lesage

  Chief Growth Officer
• 
  William McDaniel

  Chief Investment Officer