Waverly Advisors
47yrs
Top advisor by experience in Birmingham
1yr
David Sanderlin
Financial advisor at Waverly Advisors
David Sanderlin is a fiduciary financial advisor in Birmingham, Alabama, with 1 year in the industry. David joined Waverly Advisors in 2026, after less than a year at MML Investors Services. Waverly Advisors offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1247 advisors with offices in Birmingham, and one of 1090 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office600 University Park Place Suite 501, Birmingham, AL 35209
FirmWaverly Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$1.64 million
Advisors at the firm231
States licensed ?1 state
Services through Waverly Advisors
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Feb 2026 – nowWaverly Advisors, LLCCurrent firm
- Jun 2025 – Oct 2025MML Investors Services, LLCPreviously
Questions to ask David
Tailored to David’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About David
How do I contact David?
Call Waverly Advisors at 205-871-3334 and ask for David Sanderlin. David works from the Birmingham, AL office.
How long has David been a financial advisor?
David has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Waverly Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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