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Michael Crews Kay

Waverly Advisors, LLC

Birmingham, AL

CRD 8114115

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Employer firm

Waverly Advisors, LLC CRD 115332

$29.9B regulatory AUM 69 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Waverly Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-08-20
  • AL RA
    APPROVED
    Since 2025-08-20

Branch Locations

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
Waverly Advisors Birmingham AL 05/2022 Present
Shunk Gulley Oyster Bar Santa Rosa Beach FL 05/2019 12/2021
Unemployed Birmingham AL 12/2021 05/2022
Unemployed Birmingham AL 06/2018 04/2019
The Kay Company Indianapolis IN 01/2017 05/2018
The Master's Study Indianapolis IN 08/2014 05/2018
  • 05/2022 → Present
    Waverly Advisors
    Birmingham, AL
  • 05/2019 → 12/2021
    Shunk Gulley Oyster Bar
    Santa Rosa Beach, FL
  • 12/2021 → 05/2022
    Unemployed
    Birmingham, AL
  • 06/2018 → 04/2019
    Unemployed
    Birmingham, AL
  • 01/2017 → 05/2018
    The Kay Company
    Indianapolis, IN
  • 08/2014 → 05/2018
    The Master's Study
    Indianapolis, IN
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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