Morris Lee Brill

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:

Current Employers

Waverly Advisors, Llc

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APP_PEND_IARCE	2026-01-01

FL RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

400 N Ashley Drive #700, Tampa, FL 33602 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Timuquan Properties Llc	Tampa	FL	01/1998	01/2023
Pinson Properties Llc	Tampa	FL	01/2009	Present
Warren Averett Asset Management, Llc	Tampa	FL	02/2014	01/2022
Feral Solutions, Llc	Tampa	FL	12/2012	Present
Waverly Advisors, Llc	Birmingham	AL	01/2022	Present

01/1998 → 01/2023

Timuquan Properties Llc

Tampa, FL
01/2009 → Present

Pinson Properties Llc

Tampa, FL
02/2014 → 01/2022

Warren Averett Asset Management, Llc

Tampa, FL
12/2012 → Present

Feral Solutions, Llc

Tampa, FL
01/2022 → Present

Waverly Advisors, Llc

Birmingham, AL

Previous Registrations

2006-09-11 → 2014-03-04

Northwestern Mutual Investment Services, Llc

Sarasota, FL

Tampa, FL
1997-01-17 → 2006-08-25

Robert W. Baird & Co. Incorporated

Tampa, FL

Tampa, FL

Other Businesses

1) PINSON PROPERTIES LLC - 1/21/2009 TO PRESENT - INVESTMENT RELATED BUT NOT CLIENT INVESTMENT RELATED - PINE TREE PLANTATION ON FAMILY FARM - MANAGING MEMBER/SOLE OWNER - ANNUAL FILING - 1 TO 2 HOURS/MONTH - MAINTAIN LICENSES - ADDRESS IS 1710 W Saint Isabel St, TAMPA, FL 33607 2) FERAL SOLUTIONS, LLC - 12/28/2012 TO PRESENT - NOT INVESTMENT RELATED - ENTITY IS SET UP TO ASSIST BIOLOGISTS WITH ADMINISTRATIVE ISSUES AND CONTRACT NEGOTIATIONS FOR SERVICES SUCH AS REMOVAL OF NUISANCE WILDLIFE AND INVASIVE PLANT SPECIES - MANAGING MEMBER/SOLE OWNER - CONTRACT MANAGEMENT, BOOKS & RECORDS - 4 HOURS/MONTH - ADDRESS IS 1710 W Saint Isabel St, TAMPA, FL 33607 3) UNAKA PROPERTIES, LLC - NOT INVESTMENT RELATED - 1710 W SAINT ISABEL ST, TAMPA, FL 33607 - REAL ESTATE - MEMBER - 12/15/2016 TO PRESENT - 11 HOURS PER MONTH - ASSISTING FAMILY IN THE ESTABLISHMENT AND DONATION OF A CONSERVATION EASEMENT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-03-27
S63	Uniform Securities Agent State Law Examination	1993-12-01

S65 Uniform Investment Adviser Law Examination

1997-03-27
S63 Uniform Securities Agent State Law Examination

1993-12-01

View on SEC IAPD