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Inactive

Miles Isaiah Gunn

Waverly Advisors, LLC

Birmingham, AL

CRD 7534205

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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

AuthorityCategoryStatusDate
AL RA APPROVED 2025-09-09
  • AL RA
    APPROVED
    Since 2025-09-09

Branch Locations

600 University Park Place Suite 501, Birmingham, AL 35209 • 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
OrganizationCityStateFromTo
Waverly Advisors, Llc Homewood AL 03/2025 Present
Truenorth School Kennesaw GA 01/2015 05/2019
Unemployed Kennesaw GA 06/2019 08/2019
Samford University Homewood AL 09/2019 04/2020
Culvers Restaurant Acworth GA 05/2020 08/2020
Brasfield & Gorrie Birmingham AL 06/2023 03/2025
Samford University Homewood AL 09/2022 05/2023
Northwestern Mutual Birmingham AL 05/2022 08/2022
Country Club Of Birmingham Birmingham AL 02/2022 04/2022
Samford University Homewoood AL 09/2021 01/2022
Culvers Restaurant Acworth GA 05/2020 08/2020
Samford University Homewood AL 09/2020 05/2021
Adp Mechanical Dallas GA 06/2021 08/2021
  • 03/2025 → Present
    Homewood, AL
  • 01/2015 → 05/2019
    Truenorth School
    Kennesaw, GA
  • 06/2019 → 08/2019
    Unemployed
    Kennesaw, GA
  • 09/2019 → 04/2020
    Samford University
    Homewood, AL
  • 05/2020 → 08/2020
    Culvers Restaurant
    Acworth, GA
  • 06/2023 → 03/2025
    Brasfield & Gorrie
    Birmingham, AL
  • 09/2022 → 05/2023
    Samford University
    Homewood, AL
  • 05/2022 → 08/2022
    Northwestern Mutual
    Birmingham, AL
  • 02/2022 → 04/2022
    Country Club Of Birmingham
    Birmingham, AL
  • 09/2021 → 01/2022
    Samford University
    Homewoood, AL
  • 05/2020 → 08/2020
    Culvers Restaurant
    Acworth, GA
  • 09/2020 → 05/2021
    Samford University
    Homewood, AL
  • 06/2021 → 08/2021
    Adp Mechanical
    Dallas, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-09
  • S65 Uniform Investment Adviser Law Examination
    2025-09-09

View on SEC IAPD

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