Scott T. Fisher

PACIFIC PORTFOLIO CONSULTING

SEATTLE, WA 98104

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CRD#: 1426744

Professional summary

Scott Thomas Fisher is a registered financial advisor currently at PACIFIC PORTFOLIO CONSULTING, LLC located in Seattle, Washington and WAVERLY ADVISORS, LLC located in Seattle, Washington.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Scott has worked at 10 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Since December 2022, Mr. Fisher has been a partner in SEEK, a partnership that owns and manages a property. SEEK is located at 16274 39th Ave NE, Lake Forest Park, 98155. This business is non-investment-related. Mr. Fisher spends approximately 8 hours per month on this business, none of which are during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Thomas Fisher's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 27, 2024 - Present

PACIFIC PORTFOLIO CONSULTING, LLC

Office #1: 450 Alaskan Way S Suite 500, Seattle, WA 98104

RIA

CRD#: 139505

SEATTLE, WA

Current

October 23, 2025 - Present

WAVERLY ADVISORS, LLC

Office #1: 450 Alaskan Way S Suite 500, Seattle, WA 98104

RIA

CRD#: 115332

SEATTLE, WA

Past

February 26, 2020 - May 1, 2023

NORTHWEST CAPITAL MANAGEMENT INC.

RIA

CRD#: 108091

Seattle, WA

Past

January 4, 2001 - April 6, 2011

AON INVESTMENT CONSULTING INC.

RIA

CRD#: 107752

SEATTLE, WA

Past

March 28, 1996 - October 24, 2017

AON SECURITIES LLC

CRD#: 4138

SEATTLE, WA

Past

October 19, 1994 - March 29, 1996

FORTH FINANCIAL SECURITIES, CORPORATION

CRD#: 14363

RICHMOND, VA

Past

December 24, 1992 - December 31, 1998

GODWINS SECURITIES, INC.

CRD#: 31019

SEATTLE, WA

Past

April 14, 1988 - December 24, 1992

GODWINS SECURITIES, INC.

CRD#: 4012

SEATTLE, WA

Past

February 7, 1986 - March 29, 1988

PIPER SANDLER & CO.

CRD#: 665

Past

November 22, 1985 - December 3, 1985

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WAVERLY ADVISORS, LLC

CRD#: 115332 / SEC#: 801-60741

RIA

Registered Investment Advisory firm - (11/30/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(3/27/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/13/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/24/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/16/1985

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/20/1988

General Securities Principal Examination

Current Firm

WAVERLY ADVISORS, LLC

CRD#: 115332 / SEC#: 801-60741

RIA

Registered Investment Advisory firm - (11/30/2001 Approved)

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Contact information

Main Address

600 University Park Place Suite 501, Birmingham, AL 35209

Mailing Address

Phone number

(205) 871-3334

Established

Firm type

Fiscal year end

# of Employees

371

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WAVERLY - ADV PART 2A BROCHURE (11/21/2025)

Regulatory assets under management

Total Number of Accounts	34,313
AUM (Assets Under Management)	$ 28,263,743,199

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/27/2025	Cover Page	Report
02/16/2024	Cover Page	Report
06/15/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Scott T. Fisher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Thomas Fisher's CRS (Customer Relationship Summary).

Certified licenses

Experience

WAVERLY ADVISORS, LLC

NORTHWEST CAPITAL MANAGEMENT INC.

AON INVESTMENT CONSULTING INC.

AON SECURITIES LLC

FORTH FINANCIAL SECURITIES, CORPORATION

GODWINS SECURITIES, INC.

GODWINS SECURITIES, INC.

PIPER SANDLER & CO.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

WAVERLY ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/13/1986

SIE

Date: 10/24/2017

Series 7

Date: 11/16/1985

Series 24

Date: 12/20/1988

Current Firm

WAVERLY ADVISORS, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WAVERLY ADVISORS, LLC

TRUST BUT VERIFY

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