GK
Gary L. Kay
BASELINE WEALTH ADVISORS
BOCA RATON, FL 33487
Some features on this profile are disabled
CRD#: 2243572
GK
Professional summary
Gary Lewis Kay, who also goes by Gary Kay, is a registered financial advisor currently at BASELINE WEALTH ADVISORS located in Boca Raton, Florida.
Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Gary has worked at 10 firms and has passed the Series 65, Series 66, Series 63, Series 3 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gary Kay
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) GLK STRATEGIC ADVISORS, INC.; INVESTMENT RELATED; 2080 N.2. BOCA RATON BLVD., STE 2, BOCA RATON, FL 33431; INSURANCE AGENCY; PRESIDENT AND INSURANCE PRODUCER; 04/2003; APPROX. 20 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INSURANCE PRODUCER FOR VARIOUS INSURANCE CARRIERS. 2) MASTERS RESEARCH PARTNERS, L.P.; INVESTMENT RELATED; 2080 N.2. BOCA RATON BLVD., STE 2, BOCA RATON, FL 33431; POOLED INVESTMENT VEHICLE/HEDGE FUND; GENERAL PARTNER; 01/2002; APPROX. 1 HOUR PER MONTH DURING TRADING AND NON-TRADING HOURS; GENERAL PARTNER IN HEDGE FUND. 3) MASTERS RESEARCH PARTNERS, LLC; INVESTMENT RELATED; 2080 N.2. BOCA RATON BLVD., STE 2, BOCA RATON, FL 33431; GENERAL PARTNER OF POOLED INVESTMENT VEHICLE/HEDGE FUND; MANAGING MEMBER; 01/2002; APPROX. 20 HOUR PER MONTH DURING TRADING AND NON-TRADING HOURS; MANAGING MEMBER RESPONSIBLE FOR ALL BUSINESS AND INVESTMENT DECISIONS OF THE GENERAL PARTNER OF THE HEDGE FUND. 4) MASTERS RESEARCH PARTNERS, INC.; INVESTMENT RELATED; 2080 N.2. BOCA RATON BLVD., STE 2, BOCA RATON, FL 33431; HOLDING COMPANY OF HEDGE FUND GENERAL PARTNER; SECRETARY; 01/2002; APPROX. 1 HOUR PER MONTH DURING TRADING AND NON-TRADING HOURS; SECRETARY. 5) LIFE SCIENCES INVESTMENTS, LP; INVESTMENT RELATED; 2080 N.2. BOCA RATON BLVD., STE 2, BOCA RATON, FL 33431; POOLED INVESTMENT VEHICLE/HEDGE FUND; GENERAL PARTNER; 10/2018; APPROX. 1 HOUR PER MONTH DURING TRADING AND NON-TRADING HOURS; GENERAL PARTNER IN HEDGE FUND. 6) LIFE SCIENCES G2, LLC; INVESTMENT RELATED; 2080 N.2. BOCA RATON BLVD., STE 2, BOCA RATON, FL 33431; GENERAL PARTNER OF POOLED INVESTMENT VEHICLE/HEDGE FUND; MANAGING MEMBER; 10/2018; APPROX. 20 HOUR PER MONTH DURING TRADING AND NON-TRADING HOURS; MANAGING MEMBER RESPONSIBLE FOR ALL BUSINESS AND INVESTMENT DECISIONS OF THE GENERAL PARTNER OF THE HEDGE FUND. 7) LIFE SCIENCES G2, INC.; INVESTMENT RELATED; 2080 N.2. BOCA RATON BLVD., STE 2, BOCA RATON, FL 33431; HOLDING COMPANY OF HEDGE FUND GENERAL PARTNER; SECRETARY; 09/2018; APPROX. 1 HOUR PER MONTH DURING TRADING AND NON-TRADING HOURS; SECRETARY.
CRS (Client Relationship Summary) - RIA
Click below to view Gary Lewis Kay's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 28, 2025 - Present
BASELINE WEALTH ADVISORS
Office #1: 6501 Congress Avenue Suite 100, Boca Raton, FL 33487RIA
CRD#: 337391
BOCA RATON, FL
Past
January 22, 2018 - July 1, 2019
SPEARHEAD CAPITAL ADVISORS, LLC
RIA
CRD#: 161131
WELLINGTON, FL
Past
October 15, 2013 - November 13, 2015
CROSSROAD CAPITAL MANAGEMENT, LLC
RIA
CRD#: 168694
CAMBRIA, CA
Past
March 29, 2006 - November 7, 2006
MASTERS RESEARCH PARTNERS LLC
RIA
CRD#: 139185
AVENTURA, FL
Past
February 17, 2005 - November 4, 2005
WAVELAND CAPITAL PARTNERS LLC
BD
CRD#: 40054
IRVINE, CA
Past
May 1, 2003 - December 19, 2003
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
January 3, 2003 - February 26, 2003
DAVID M POLEN SECURITIES, LLC
BD
CRD#: 7939
BOCA RATON, FL
Past
March 15, 2002 - November 1, 2002
WAVELAND CAPITAL PARTNERS LLC
BD
CRD#: 40054
IRVINE, CA
Past
May 15, 1995 - October 31, 1997
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
Past
July 7, 1993 - May 3, 1995
LEGG MASON WOOD WALKER, INCORPORATED
BD
CRD#: 6555
BALTIMORE, MD
Past
July 15, 1992 - July 20, 1993
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(7/28/2025)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BW
BASELINE WEALTH ADVISORS
BASELINE WEALTH ADVISORS | BASELINE WEALTH ADVISORS, INC.
CRD#: 337391 / SEC#:
Florida
Registered Investment Advisory firm - (7/28/2025 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
6501 Congress Avenue Suite 100, Boca Raton, FL 33487
Mailing Address
Phone number
(561) 654-4943
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
