Ameriprise Financial Services
47yrs
Top 1% by experience in Birmingham
47yrs
Anthony Ralph Cottone
Financial advisor at Waverly Advisors
At a glance
Experience47 years (since 1979)
How that compares ?Top advisor by experience in Birmingham
Office600 University Park Place Suite 501, Birmingham, AL 35209
FirmWaverly Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
States licensed ?1 state
Services through Waverly Advisors
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Dec 2025 – nowWaverly Advisors, LLCCurrent firm
- 2020 – 2026Forefront Wealth ManagementPreviously
- 2018 – 2021Cottone Capital, LLCPreviously
Questions to ask Anthony
Tailored to Anthony’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Anthony
How do I contact Anthony?
Call Waverly Advisors at 205-871-3334 and ask for Anthony Ralph Cottone. Anthony works from the Birmingham, AL office.
How long has Anthony been a financial advisor?
Anthony has been in the industry since 1979, about 47 years. Top advisor by experience in Birmingham.
What licenses does Anthony hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Anthony a fiduciary?
Anthony is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anthony paid?
Waverly Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Anthony for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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