# WADDELL & ASSOCIATES INC

WADDELL & ASSOCIATES INC of MEMPHIS, TN is an SEC-registered investment adviser.

## Registration

- CRD: 105746
- Type: SEC-registered investment adviser
- SEC file number: 801-26693
- Location: 5188 WHEELIS DRIVE, MEMPHIS, TN, 38117
- Phone: 901-767-9187
- Latest filing: 2016-06-09
- Regulatory AUM: $750.4M
- Discretionary AUM: $675.6M
- Non-discretionary AUM: $74.9M
- Clients: 21
- Accounts: 2,741

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| DEUTSCH MICHAEL JOSEPH | VICE PRESIDENT | — |
| WADDELL ALFRED MOORE | CHAIRMAN, DIRECTOR; CHAIRMAN, DIRECTOR & PRESIDENT; DIRECTOR & PRESIDENT | — |
| WADDELL CLARA SAXON | DIRECTOR & CORPORATE SECRETARY | — |
| SCRUGGS PHYLLIS RAIFORD | DIRECTOR & FIRST VICE PRESIDENT; FIRST VICE PRESIDENT; VICE CHAIRMAN, DIRECTOR (+1 more) | — |
| WILLIAMS KATHY STRAIN | SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| ROYER CAROL LEE | VICE PRESIDENT - FINANCE | — |
| WADDELL DAVID SEWALL | EXECUTIVE VICE PRESIDENT; PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR; PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR, TTEE WADDELL TRUST (+2 more) | — |
| MEEKS TARA LYNN | CHIEF ADMINISTRATIVE OFFICER; CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER; SENIOR VICE PRESIDENT, OPERATIONS (+1 more) | — |
| GREEN PERRY JENKINS | SENIOR VICE PRESIDENT, WEALTH STRATEGIES; VICE PRESIDENT, FINANCIAL PLANNING | — |
| BRUNDICK EDWARD LOUIS | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |
| WUNDERLICH ALVIN WILLIAM | DIRECTOR & EXECUTIVE VICE PRESIDENT; VICE CHARIMAN, DIRECTOR; VICE CHARIMAN, DIRECTOR & EXECUTIVE VICE PRESIDENT | — |
| WUNDERLICH ALVIN W | DIRECTOR & EXECUTIVE VICE PRESIDENT | — |
| WADDELL CLARA S | DIRECTOR & CORPORATE SECRETARY | — |
| RAPOPORT DAWN MARIE | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105746/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105746/similar
- Related entities: https://search.stillhousedata.com/firm/105746/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105746

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.