Miles Isaiah Gunn
Investment adviser representative at Waverly Advisors, LLC
11 yearsExperience
1 stateRegistered in
$29.9BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Waverly Advisors, LLCMar 2025 to now
- Brasfield & GorrieJun 2023 to Mar 2025
- Samford UniversitySep 2022 to May 2023
- Northwestern MutualMay 2022 to Aug 2022
- Country Club of BirminghamFeb 2022 to Apr 2022
- Samford UniversitySep 2021 to Jan 2022
- Adp MechanicalJun 2021 to Aug 2021
- Samford UniversitySep 2020 to May 2021
- Culvers RestaurantMay 2020 to Aug 2020
- Samford UniversitySep 2019 to Apr 2020
- UnemployedJun 2019 to Aug 2019
- Truenorth SchoolJan 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AL).
Waverly Advisors, LLC
$29.9BAssets managed
13,689Clients
226Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7534205
- Firm CRD
- 115332