Andrew Aris Gearhart

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

• 04/2015 → 01/2018
  Kinsight, Llc
  Birmingham, AL
• 04/2017 → 01/2022
  Warren Averett Asset Management, Llc
  Birmingham, AL
• 01/2022 → Present
  Waverly Advisors, Llc
  Birmingham, AL

Previous Registrations

• 2015-04-27 → 2018-02-23
  Kinsight, Llc
  Birmingham, AL
• 2011-09-23 → 2015-04-01
  Mml Investors Services, Llc
  Birmingham, AL

Other Businesses

RAMP Properties, LLC - Not Securities Investment Related - 8 Winthrop Ave Birmingham, AL 35213 - Real Estate - Partner/Maintenance/Contractor - Since February 2016 - 10 Hours per Month, 0 Hours during trading Hours B Charitable - Investment Related - 17 20th Street North, Suite 100, Birmingham, AL 35203 - 501c3 Donor Advised platform for the masses - Board of Directors - 2019 - 4 hours devoted per month - 1 hour devoted during trading hours - broad scope advisement on business related topics

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-09-15
• S63 Uniform Securities Agent State Law Examination
  2010-03-26

Designations

• Certified Financial Planner