Ethan Colby Turner

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

• 08/2022 → 07/2025
  Massmutual Life Insurance Co.
  Birmingham, AL
• 01/2023 → 07/2025
  Mml Investors Services, Llc
  Birmingham, AL
• 05/2019 → 07/2022
  Sunbelt Golf
  Gadsden, AL
• 01/2013 → 05/2019
  Alexandria High School
  Alexandria, AL
• 05/2022 → 08/2022
  Nw Mutual Investment Services Llc
  Tuscaloosa, AL
• 08/2020 → 10/2021
  University Recreation
  Tuscaloosa, AL
• 11/2021 → 04/2022
  Tuscaloosa Parks & Recreation
  Tuscaloosa, AL
• 07/2025 → Present
  Waverly Advisors
  Birmingham, AL

Previous Registrations

• 2023-03-29 → 2025-05-07
  Mml Investors Services, Llc
  Birmingham, AL

Exams

• S66 Uniform Combined State Law Examination
  2023-03-16

Other Names

• Ethan Turner