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SG

Samantha I. Gianella

WAVERLY ADVISORS
LAKE OSWEGO, OR 97035
CRD#: 8011234
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SG
Samantha Irene GianellaWAVERLY ADVISORS

Professional summary

Samantha Irene Gianella, who also goes by Samantha Irene Belleque, Samantha I Gianella, is a registered financial advisor currently at WAVERLY ADVISORS, LLC located in Lake Oswego, Oregon.

Samantha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Samantha has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Samantha Irene Belleque | Samantha I Gianella

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 Samantha Irene Gianella'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 3, 2026 - Present

WAVERLY ADVISORS, LLC

Office #1: 1 Centerpointe Drive Suite 115, Lake Oswego, OR 97035
RIA
CRD#: 115332
LAKE OSWEGO, OR
Past

February 3, 2025 - February 23, 2026

MORGAN STANLEY

RIA
CRD#: 149777
Lake Oswego, OR
Past

February 1, 2025 - February 23, 2026

MORGAN STANLEY

BD
CRD#: 149777
Lake Oswego, OR

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 | PROMUS | 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
Oregon
(3/3/2026)
IAR
Washington
(3/3/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 2/15/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/9/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/31/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/21/2024
Securities Industry Essentials Examination

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 | PROMUS | MCSHANE PARTNERS

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
384

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 Accounts34,313
AUM (Assets Under Management)$ 28,263,743,199

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

WAVERLY ADVISORS, LLC

CRD#: 115332Lake Oswego, OR 97035

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