CB
Cheryl B. Bott
WAVERLY ADVISORS
St. Petersburg, FL 33702
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CRD#: 5356887
CB
Professional summary
Cheryl Benton Bott, CFP® is a registered financial advisor currently at WAVERLY ADVISORS, LLC located in St. Petersburg, Florida.
Cheryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Cheryl has worked at 5 firms .
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.
CHERYL BOTT IS THE CO-OWNER OF B&B COMMERCIAL LAUNDRY INSTALLATION, LLC, WHICH IS IN THE BUSINESS OF INSTALLING COMMERCIAL LAUNDRY EQUIPMENT. THE BUSINESS ADDRESS IS AS FOLLOWS: 100 HAMPSTEAD, BROOKSVILLE, FL 34602. THIS IS A NON-INVESTMENT RELATED BUSINESS THAT CURRENTLY GENERATES LESS THAN 10% OF HER TIME AND INCOME. CHERYL BOTT SPENDS LESS THAN AN HOUR A MONTH WITH THIS BUSINESS. NONE OF WHICH OCCURS DURING NORMAL US FINANCIAL MARKET TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Cheryl Benton Bott's 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®
Experience
Current
February 5, 2024 - Present
WAVERLY ADVISORS, LLC
Office #1: 9500 Koger Boulevard North Suite 104, St. Petersburg, FL 33702RIA
CRD#: 115332
St. Petersburg, FL
Past
January 25, 2017 - April 25, 2024
HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERS
RIA
CRD#: 147874
SAINT PETERSBURG, FL
Past
May 15, 2015 - December 31, 2016
UNITED CAPITAL FINANCIAL ADVISORS
RIA
CRD#: 134600
TAMPA, FL
Past
July 7, 2010 - May 15, 2015
STANCORP INVESTMENT ADVISERS, INC.
RIA
CRD#: 110228
TAMPA, FL
Past
July 5, 2007 - October 11, 2010
FLORIDA FINANCIAL ADVISORS, INC.
RIA
CRD#: 120150
TAMPA, FL
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".
WA
WAVERLY ADVISORS, LLC
401K COMPLETE | WAVERLY ADVISORS, LLC | WARREN, AVERETT, KIMBROUGH AND MARINO WEALTH MANAGEMENT, LLC | WARREN AVERETT WILSON PRICE WEALTH MANAGEMENT | WARREN AVERETT WEALTH MANAGEMENT | WARREN AVERETT O'SULLIVAN CREEL WEALTH MANAGEMENT | WARREN AVERETT KIMBROUGH & MARINO WEALTH MANAGEMENT | WARREN AVERETT INSTITUTIONAL CONSULTING | WARREN AVERETT FAMILY OFFICE | WARREN AVERETT ASSET MANAGEMENT, LLC | WAKM FINANCIAL ADVISORS, LLC | WA ASSET MANAGEMENT, LLC | MCSHANE PARTNERS
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
Florida(2/5/2024)
Exams
Current Firm
WA
WAVERLY ADVISORS, LLC
401K COMPLETE | WAVERLY ADVISORS, LLC | WARREN, AVERETT, KIMBROUGH AND MARINO WEALTH MANAGEMENT, LLC | WARREN AVERETT WILSON PRICE WEALTH MANAGEMENT | WARREN AVERETT WEALTH MANAGEMENT | WARREN AVERETT O'SULLIVAN CREEL WEALTH MANAGEMENT | WARREN AVERETT KIMBROUGH & MARINO WEALTH MANAGEMENT | WARREN AVERETT INSTITUTIONAL CONSULTING | WARREN AVERETT FAMILY OFFICE | WARREN AVERETT ASSET MANAGEMENT, LLC | WAKM FINANCIAL ADVISORS, LLC | WA ASSET MANAGEMENT, LLC | MCSHANE PARTNERS
CRD#: 115332 / SEC#: 801-60741
RIA
Registered Investment Advisory firm - (11/30/2001 Approved)Upgrade to AdvisorCheck Premium
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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
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 | ||
| 02/16/2024 | ||
| 06/15/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
