David Sanderlin

Employer firm

Waverly Advisors, LLC CRD 115332

$29.9B regulatory AUM 69 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2024 → 10/2025
  Massmutual Life Insurance Co
  Birmingham, AL
• 01/2025 → 10/2025
  Mml Investors Services Llc
  Birmingham, AL
• 10/2021 → 07/2024
  First Southern National Bank
  Stanford, KY
• 03/2020 → 10/2021
  Publix Supermarkets
  Mountain Brook, AL
• 01/2015 → 01/2020
  Lost Valley Ranch
  Sedalia, CO
• 08/2024 → 11/2024
  Self Employed
  Vestavia Hills, AL
• 01/2020 → 02/2020
  Self Employed
  Vestavia Hills, AL
• 10/2025 → Present
  Waverly Advisors, Llc
  Birmingham, AL

Previous Registrations

• 2025-06-13 → 2025-10-14
  Mml Investors Services, Llc
  Birmingham, AL

Exams

• S66 Uniform Combined State Law Examination
  2025-06-05