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Stedman A. Strickland
WAVERLY ADVISORS
Ridgeland, MS 39157
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CRD#: 7500173
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Professional summary
Stedman Alexander Strickland, who also goes by Stedman Strickland, is a registered financial advisor currently at WAVERLY ADVISORS, LLC located in Ridgeland, Mississippi.
Stedman is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Stedman has worked at 7 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Stedman Strickland
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) DENNIS MEEK DBA MEEK TAX & WEALTH MANAGEMENT POSITION: Financial Representative NATURE: This entity will serve as the location from which I deliver Avantax Wealth Management services. These services encompass offering investment advice, developing strategies for retirement planning, education funding, estate planning, and income needs, as well as providing continuous portfolio management, along with client education and regular communication. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 70 START DATE: 06/12/2025 ADDRESS: 627 Hwy 49 S Ste A, Richland MS 39218, United States DESCRIPTION: My responsibilities include scheduling and communicating with clients, preparing necessary documentation, and maintaining accounts by updating client profiles and assisting with account changes or service requests. I also provide compliance support by ensuring all documentation meets regulatory standards, and I handle follow up tasks such as contacting clients and tracking items from meetings to ensure timely completion. 2) DENNIS MEEK & CO. P.A. POSITION: Tax Assistant NATURE: CPA firm that provided individual and small business tax return preparation, bookkeeping and payroll services, Out-sourced CFO services INVESTMENT RELATED: No NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 50 START DATE: 01/31/2022 ADDRESS: 627 Hwy 49 S Ste A, Richland MS 39218, United States DESCRIPTION: I currently do not have job duties on the tax side of our office. I also do not plan to have duties on the tax side of business here once we are affiliated.
CRS (Client Relationship Summary) - RIA
Click below to view Stedman Alexander Strickland'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
October 23, 2025 - Present
WAVERLY ADVISORS, LLC
Office #1: 800 Woodlands Pkwy #208, Ridgeland, MS 39157RIA
CRD#: 115332
Ridgeland, MS
Past
September 5, 2025 - October 20, 2025
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
RICHLAND, MS
Past
September 5, 2025 - October 20, 2025
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
Richland, MS
Past
June 18, 2025 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Richland, MS
Past
June 18, 2025 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Richland, MS
Past
April 30, 2024 - June 23, 2025
OSAIC WEALTH, INC.
RIA
CRD#: 23131
RICHLAND, MS
Past
January 19, 2024 - June 23, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
RICHLAND, MS
Past
December 11, 2023 - January 19, 2024
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
RICHLAND, MS
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
Mississippi(10/23/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/9/2023
General Securities Representative ExaminationGeneral 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
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Company Information
WAVERLY ADVISORS, LLC
CRD#: 115332Ridgeland, MS 39157TRUST BUT VERIFY
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