Role at Waverly Advisors
- Title on Schedule A
- Chief Investment Officer
- Control
- William Mcdaniel is a control person of Waverly Advisors.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- William Mcdaniel has held the filed role since July 2022.
The firm
Form ADV filed 31 August 2026
Career on record
William McDaniel has been registered through Waverly Advisors since September 2022, and before that through Bt Wealth Management, LLC.
- Waverly Advisors, LLCCurrent– present · 4 yearsAtlanta, GA · Adviser representative · Firm CRD 115332
- Bt Wealth Management, LLC– · 5 yearsAtlanta, GA · Adviser representative · Firm CRD 147729
Registrations and exams
William McDaniel has a current investment-adviser registration in Georgia and has passed 0 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Georgia | Investment adviser representative | Approved | 2 September 2022 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
No examinations are on William McDaniel’s record.
Individual record
- Full name
- William Clay McDaniel
- CRD
- 6611440
- Registration status
- Investment adviser registration
- Office
- 3300 Riverwood Parkway, Suite 1075, Atlanta, GA 30339
- 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
William Clay McDaniel, presented on Waverly's site as Clay McDaniel, is a partner and chief investment officer. Waverly says he joined in 2022 when BT Wealth Management was acquired and previously worked at Zurich Alternative Asset Management, Erste Bank and a single-family office. Waverly Advisors biography
Education
- Bachelor of Business Administration in Finance, University of Kentucky.Waverly Advisors biography
- Master of Science in Economics, University of Kentucky.Waverly Advisors biography
Credentials and memberships
- CFA® charterholder (listed by Waverly).Waverly Advisors biography
Common questions
Where does William McDaniel work?
William McDaniel has been Chief Investment Officer of Waverly Advisors, LLC since July 2022, and is a control person of the firm.
Is William McDaniel a financial advisor?
Yes. William McDaniel has a current investment-adviser registration in Georgia, through Waverly Advisors since September 2022, as of 17 October 2026.
How many years of experience does William McDaniel have?
William McDaniel has worked in the financial industry for 8 years as of 17 October 2026, counted from 6 February 2018, across 2 adviser firms.
Where did William McDaniel work before Waverly Advisors?
Before Waverly Advisors, William McDaniel was registered through Bt Wealth Management, LLC, January 2018 to July 2022.
Where is William McDaniel based?
William McDaniel’s registered office is in Atlanta, GA.
Is William McDaniel a CFA charterholder?
Waverly Advisors lists William McDaniel with the CFA credential (“CFA® charterholder (listed by Waverly).”) on its website. CFA Institute confirms certification status.
Source: Waverly Advisors biography
Leadership at Waverly Advisors
Justin RussellPresident/Chief Executive Officer
James LazenbyChief Financial Officer
Justin SnellChief Operating Officer
Thomas ClaudChief Compliance Officer
John CoxChief Economist
Brent GunnChief Information Officer
Wayne LesageChief Growth Officer