BC
Brian M. Chustz
WAVERLY ADVISORS
PEACHTREE CITY, GA 30269
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CRD#: 6243704
BC
Professional summary
Brian Mathew Chustz, who also goes by Brian Mathew Chustz, Brian Matthew Chustz, is a registered financial advisor currently at WAVERLY ADVISORS, LLC located in Peachtree City, Georgia.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Brian has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brian Mathew Chustz | Brian Matthew Chustz
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.
1) Club Corp. Not Investment Related. Peachtree City, GA 30269. Board of Governors. Board Member. 03/2015. 0 Hrs/Mo. Act as Membership Representative to Advise Club Management in Way to Improve Club Experience.
2) Fayette County Chamber of Commerce. Not Investment Related. Fayetteville, GA. Board Member. Board Member. 01/2018. 0 Hrs/Mo. Guide Mission of the Chambers Community Efforts.
3) The Chustz Law Firm. Not Investment Related. 1125 Commerce Drive, Suite 300, Peachtree City, GA 30269. Legal Services. Partner. 03/2019. 10 Hrs/Mo; All During Trading Hours. Legal Services.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Mathew Chustz'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®
NoneExperience
Current
June 21, 2024 - Present
WAVERLY ADVISORS, LLC
Office #1: 525 Clubhouse Drive, Peachtree City, GA 30269RIA
CRD#: 115332
PEACHTREE CITY, GA
Past
March 6, 2019 - November 14, 2019
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Peachtree City, GA
Past
March 5, 2019 - August 23, 2024
DERBEND ASSET MANAGEMENT
RIA
CRD#: 124463
PEACHTREE CITY, GA
Past
January 6, 2014 - March 8, 2019
EDWARD JONES
RIA
CRD#: 250
PEACHTREE CITY, GA
Past
October 21, 2013 - March 8, 2019
EDWARD JONES
BD
CRD#: 250
PEACHTREE CITY, GA
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(6/21/2024)
IAR
Georgia(6/24/2024)
IAR
Louisiana(9/9/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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
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.
