David Sanderlin
Financial advisor at Waverly Advisors, LLC · Birmingham, AL
Last updated 2026-10-10
Claim your profileDavid Sanderlin is a financial advisor at Waverly Advisors, LLC in Birmingham, AL, CRD 8019461. Licenses and exams on the registration: Series 66. IAPD registration began 2025-06-13.
Registration
- CRD number
- 8019461
- Registration status
- Active
- IAPD registration
- 2025-06-13
- Industry Experience
- 1 year
- Work Experience
- 11 years
- States registered
- AL
Licenses and exams
- Series 66
Work history
- 2024-11 to 2025-10 · Massmutual Life Insurance Co · Birmingham, AL
- 2025-01 to 2025-10 · MML Investors Services LLC · Birmingham, AL
- 2021-10 to 2024-07 · First Southern National Bank · Stanford, KY
- 2020-03 to 2021-10 · Publix Supermarkets · Mountain Brook, AL
- 2015-01 to 2020-01 · Lost Valley Ranch · Sedalia, CO
- 2024-08 to 2024-11 · Self Employed · Vestavia Hills, AL
- 2020-01 to 2020-02 · Self Employed · Vestavia Hills, AL
- 2025-10 to Present · Waverly Advisors, LLC · Birmingham, AL
Current employment
- Waverly Advisors, LLC · Birmingham, AL
Waverly Advisors, LLC
- Regulatory AUM
- $29,872,072,116
- Registered advisors
- 231
- Offices
- 65
- Clients per advisor
- 59.3 (Moderate)
- Average AUM per client
- $2.2M (Low)
- High-net-worth client ratio
- 31.4% (Moderate)
Waverly Advisors, LLC: advisors, services and reported ETF investments
About
David Sanderlin is a financial advisor at Waverly Advisors, LLC in Birmingham, AL. Reported securities licenses include Series 66. The latest record indicates 1 year of industry experience and 11 years of reported work history.
Waverly Advisors, LLC's firm-level Form ADV reports 231 advisors across 65 offices; approximately 59.3 clients per advisor, average assets per client of $2,182,195, and regulatory AUM of $29.9B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Investment companies, Pooled investment vehicles, and Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, and Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $10.6B across 676 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to David Sanderlin personally.
Reported ETF positions
Waverly Advisors reports 676 ETF positions worth $10.6B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $972M |
| VUG — Vanguard Morningstar Growth ETF | $411M |
| VIG — Vanguard Div Appreciation ETF | $324.5M |
| AVUV — Avantis U.S. Small Cap Value ETF | $224.8M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $222M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Waverly Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $7.1M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $17.3M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $9.9M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $9.4M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Waverly Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
Business and affiliations
- Accountant or Accounting Firm
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Real Estate Broker or Dealer
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
600 University Park Place, Birmingham, AL 35209
231 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 205-871-3334
- Website: waverly-advisors.com
- Youtube
Official record
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