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Inactive

Ajay Sasser

Waverly Advisors, LLC

Sarasota, FL

Birmingham, AL

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Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-18
  • FL RA
    APPROVED
    Since 2026-08-18

Branch Locations

5342 Clark Road #3260, Sarasota, FL 34233 • United States

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
Sunbelt Rentals Pompano Beach FL 06/2023 08/2023
Franklin Contractors Inc Fort Lauderdale FL 05/2022 08/2022
Allstar Pizza Parkland FL 02/2020 08/2020
Full Time Education Parkland FL 08/2016 06/2020
Full Time Education Tallahassee FL 01/2021 05/2024
Full Time Education Tallahassee FL 09/2020 12/2020
Extended Travel Parkland FL 05/2024 08/2024
Charles Schwab & Co., Inc. Orlando FL 08/2024 06/2025
Morgan Stanley Boca Raton FL 07/2025 07/2026
Waverly Advisors, Llc Birmingham AL 08/2026 Present
  • 06/2023 → 08/2023
    Sunbelt Rentals
    Pompano Beach, FL
  • 05/2022 → 08/2022
    Franklin Contractors Inc
    Fort Lauderdale, FL
  • 02/2020 → 08/2020
    Allstar Pizza
    Parkland, FL
  • 08/2016 → 06/2020
    Full Time Education
    Parkland, FL
  • 01/2021 → 05/2024
    Full Time Education
    Tallahassee, FL
  • 09/2020 → 12/2020
    Full Time Education
    Tallahassee, FL
  • 05/2024 → 08/2024
    Extended Travel
    Parkland, FL
  • 08/2024 → 06/2025
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 07/2025 → 07/2026
    Morgan Stanley
    Boca Raton, FL
  • 08/2026 → Present
    Waverly Advisors, Llc
    Birmingham, AL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-12
S63 Uniform Securities Agent State Law Examination 2025-01-08
  • S66 Uniform Combined State Law Examination
    2025-08-12
  • S63 Uniform Securities Agent State Law Examination
    2025-01-08

View on SEC IAPD

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