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RIA / WealthAdvisorChartered Financial Analyst12 years in industry

Alexander Dolle

Advisor at WAVERLY ADVISORS, LLC

BIRMINGHAM, AL | West Barnstable, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:faf4f56a-37de-cdb4-38a9-531d4fdc68bc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Dec 2, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WAVERLY ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
First registration: Dec 2, 2014
Dual registered: no
Other names: ALEX PETER DOLLE|ALEXANDER PETER DOLLE
IAPD individual key: 6324087

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WAVERLY ADVISORS, LLC	Independent wealth	Mar 16, 2026	n/a	yes	West Barnstable, MA\|BIRMINGHAM, AL	Current employment
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Bd affiliated wealth	Jan 13, 2025	Feb 6, 2026	no	WEST DENNIS, MA\|PLYMOUTH, MN	Previous registration
NORTHWEST INVESTMENT COUNSELORS	Former SEC adviser	Nov 22, 2023	Jan 13, 2025	no	LAKE OSWEGO, OR	Previous registration
NORTHWEST INVESTMENT COUNSELORS	Former SEC adviser	Dec 2, 2014	Nov 20, 2023	no	LAKE OSWEGO, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	WAVERLY ADVISORS, LLC	Feb 6, 2026	Mar 16, 2026	38	Firm change	Ibd to RIA
NORTHWEST INVESTMENT COUNSELORS	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Jan 13, 2025	Jan 13, 2025	0	Firm change	RIA to ibd
NORTHWEST INVESTMENT COUNSELORS	NORTHWEST INVESTMENT COUNSELORS	Nov 20, 2023	Nov 22, 2023	2	Channel change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
327970:116407:OR:2025-01-13	Jan 13, 2025	Jan 13, 2025	LAKE OSWEGO, OR	Firm change
107953:327970:OR:2023-11-20	Nov 20, 2023	Nov 22, 2023	LAKE OSWEGO, OR	Firm change

Relationships

Registered with (4)

→ WAVERLY ADVISORS, LLCRegistered adviserregistration: current employment
Mar 16, 2026 to presentfactForm ADV
→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Jan 13, 2025 to Feb 6, 2026factForm ADV
→ NORTHWEST INVESTMENT COUNSELORSRegistered adviserregistration: previous registration
Nov 22, 2023 to Jan 13, 2025factForm ADV
→ NORTHWEST INVESTMENT COUNSELORSRegistered adviserregistration: previous registration
Dec 2, 2014 to Nov 20, 2023factForm ADV

Dated events

Occurred
Feb 6, 2026
Advisor changed firm
Alexander Dolle left Wealth Enhancement Advisory Services, Llc for Waverly Advisors, Llc (registered 2026-03-16)
Form ADVobserved 6 days ago
Occurred
Jan 13, 2025
Advisor changed firm
Alexander Dolle left Northwest Investment Counselors for Wealth Enhancement Advisory Services, Llc (registered 2025-01-13)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:faf4f56a-37de-cdb4-38a9-531d4fdc68bc
First observed: Dec 2, 2014
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Alexander Dolle

Advisor at WAVERLY ADVISORS, LLC

BIRMINGHAM, AL | West Barnstable, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:faf4f56a-37de-cdb4-38a9-531d4fdc68bc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:55 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WAVERLY ADVISORS, LLC

Independent wealth

Mar 16, 2026

n/a

yes

West Barnstable, MA|BIRMINGHAM, AL

Current employment

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Bd affiliated wealth

Jan 13, 2025

Feb 6, 2026

WEST DENNIS, MA|PLYMOUTH, MN

Previous registration

NORTHWEST INVESTMENT COUNSELORS

Former SEC adviser

Nov 22, 2023

Jan 13, 2025

LAKE OSWEGO, OR

Previous registration

NORTHWEST INVESTMENT COUNSELORS

Former SEC adviser

Dec 2, 2014

Nov 20, 2023

LAKE OSWEGO, OR

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

WAVERLY ADVISORS, LLC

Feb 6, 2026

Mar 16, 2026

Firm change

Ibd to RIA

NORTHWEST INVESTMENT COUNSELORS

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jan 13, 2025

Firm change

RIA to ibd

NORTHWEST INVESTMENT COUNSELORS

Nov 20, 2023

Nov 22, 2023

Channel change

RIA to RIA

Team

Left

Joined

From

Kind

327970:116407:OR:2025-01-13

Jan 13, 2025

LAKE OSWEGO, OR

Firm change

107953:327970:OR:2023-11-20

Nov 20, 2023

Nov 22, 2023

LAKE OSWEGO, OR

Firm change