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Wayne LeSage, portrait

Wayne LeSage

Chief Growth Officer at Waverly Advisors

Investment adviser registrationPhiladelphia, PASEC record checked 17 October 2026

13
Years in the industry
1
Years at the firm
2
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Wayne LeSage is Chief Growth Officer of Waverly Advisors, LLC, a Birmingham investment adviser managing $29.9B. Wayne LeSage has been registered through Waverly Advisors since 13 January 2025, has 13 years in the industry across 2 firms and has passed 6 licensing exams.

Role at Waverly Advisors

Title on Schedule A
Chief Growth Officer
Control
Wayne Lesage is a control person of Waverly Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Wayne Lesage has held the filed role since January 2025.

The firm

Waverly Advisors, LLC
Birmingham, AL

Form ADV filed 31 August 2026

$29.9B AUM13,689 clients197 advisers26 offices

Career on record

Wayne LeSage has been registered through Waverly Advisors since January 2025.

Firms and exams, newest first
  1. Waverly Advisors, LLCCurrent
    – present · 2 years
    Philadelphia, PA · Adviser representative · Firm CRD 115332
  2. Coho Partners, Ltd.
    – · 1 year
    Berwyn, PA · Adviser representative · Firm CRD 111335
  3. Passed SIE · 2018
  4. Passed Series 63 · 2011
  5. Passed Series 6 · 2009
  6. Passed Series 55 · 2004
  7. Passed Series 7 and Series 66 · 2003

Registrations and exams

Wayne LeSage has a current investment-adviser registration in Pennsylvania and has passed 6 qualifying exams.

Pennsylvania13 January 2025
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6327 May 2011
Name
Uniform Securities Agent State Law Examination
Series 6613 November 2003
Name
Uniform Combined State Law Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 615 October 2009
Name
Investment Company Products/Variable Contracts Representative Examination
Series 557 January 2004
Name
Limited Representative-Equity Trader Exam
Series 711 July 2003
Name
General Securities Representative Examination

Individual record

Full name
Wayne George LeSage
CRD
4605858
Firm
Waverly Advisors, LLC
Registration status
Investment adviser registration
Office
1515 MARKET ST, SUITE 1200, Philadelphia, PA 19102
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

Wayne LeSage joined Waverly as partner and chief growth officer in January 2025. The firm describes his prior work in equity and manager research, and institutional sales, marketing and client service; he also serves as an adjunct professor of finance at Villanova University. Waverly Advisors biography

Education

Credentials and memberships

Common questions

Where does Wayne LeSage work?

Wayne LeSage has been Chief Growth Officer of Waverly Advisors, LLC since January 2025, and is a control person of the firm.

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

Is Wayne LeSage a financial advisor?

Yes. Wayne LeSage has a current investment-adviser registration in Pennsylvania, through Waverly Advisors since January 2025, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Wayne LeSage have?

Wayne LeSage has worked in the financial industry for 13 years as of 17 October 2026, counted from 3 June 2013, across 2 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Wayne LeSage passed?

Wayne LeSage has passed 6 licensing exams: the Series 7, Series 66, Series 55, Series 6, Series 63 and SIE. The earliest, the Series 7, was passed in July 2003.

Source: IAPD individual record, checked 17 October 2026

Where is Wayne LeSage based?

Wayne LeSage’s registered office is in Philadelphia, PA.

Source: IAPD individual record, checked 17 October 2026

Is Wayne LeSage a CFP?

Waverly Advisors lists Wayne LeSage with the CFP credential (“CFP® (listed by Waverly).”) on its website. CFP Board confirms certification status.

Source: Waverly Advisors biography

Is Wayne LeSage a CFA charterholder?

Waverly Advisors lists Wayne LeSage with the CFA credential (“CFA® (listed by Waverly).”) on its website. CFA Institute confirms certification status.

Source: Waverly Advisors biography

Leadership at Waverly Advisors

Sources

  1. IAPD individual record, CRD 4605858. 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 Wayne LeSage 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.