Teresa R. Munro

WAVERLY ADVISORS

Atlanta, GA 30339

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CRD#: 4751560

Professional summary

Teresa R Munro, CFP®, who also goes by Teresa Roberts Munro, Teresa Munro, Terri R Munro, Teresa G Roberts, Terri Roberts, is a registered financial advisor currently at WAVERLY ADVISORS, LLC located in Atlanta, Georgia.

Teresa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Teresa has worked at 8 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Teresa Roberts Munro | Teresa Munro | Terri R Munro | Teresa G Roberts | Terri Roberts

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Teresa R Munro'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®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

July 27, 2022 - Present

WAVERLY ADVISORS, LLC

Office #1: 3300 Riverwood Parkway Suite 1075, Atlanta, GA 30339

RIA

CRD#: 115332

Atlanta, GA

Past

December 17, 2013 - July 28, 2022

BT WEALTH MANAGEMENT, LLC

RIA

CRD#: 147729

ATLANTA, GA

Past

August 30, 2012 - December 10, 2013

HC ADVISORS LLC

RIA

CRD#: 165200

SANDY SPRINGS, GA

Past

August 19, 2008 - October 11, 2012

PFM CAPITAL MANAGEMENT LLC

RIA

CRD#: 106390

ATLANTA, GA

Past

November 6, 2007 - July 8, 2008

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

BIRMINGHAM, AL

Past

August 3, 2006 - July 8, 2008

CHARLES SCHWAB & CO., INC.

CRD#: 5393

BIRMINGHAM, AL

Past

January 17, 2006 - July 25, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

BIRMINGHAM, AL

Past

May 11, 2004 - October 19, 2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

May 11, 2004 - October 19, 2005

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

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

Georgia
(9/20/2022)

IAR

Texas
(7/27/2022)

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

IAR

Series 66

Date: 11/5/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/24/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/21/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/10/2004

Investment Company Products/Variable Contracts Representative 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

Teresa R. Munro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Teresa R Munro's CRS (Customer Relationship Summary).

Certified licenses

Experience

BT WEALTH MANAGEMENT, LLC

HC ADVISORS LLC

PFM CAPITAL MANAGEMENT LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

MORGAN STANLEY DW INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

Primary Firm SEC Registration

WAVERLY ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/5/2007

Series 63

Date: 5/24/2004

Series 7

Date: 2/21/2006

Series 6

Date: 5/10/2004

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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