Kayla
Tolunay
Stavis Wealth Transfer Solutions
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About this Advisor
Kayla Tolunay is a financial advisor based in Houston, Texas, working with Stavis Wealth Transfer Solutions. Kayla has previously held positions at Stavis & Cohen Financial, Fsc Securities Corp, Stavis & Cohen Private Wealth LLC, Purshe Kaplan Sterling Investments, Ci Stavis & Cohen Private Wealth, and Stavis Wealth Transfer Solutions. Kayla has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Kayla is part of Stavis Wealth Transfer Solutions, which operates out of Houston, Texas. The firm has 6 employees and manages assets totaling $53.8 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Stavis Wealth Transfer Solutions includes fixed and other fees.
Certifications and Registrations
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Fee Structure
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Stavis Wealth Transfer Solutions Brokerage Details
$53,824,348
6
5
$10,764,870
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Kayla Tolunay Work History
Stavis Wealth Transfer Solutions
Purshe Kaplan Sterling Investments
Ci Stavis & Cohen Private Wealth
Purshe Kaplan Sterling Investments
Stavis & Cohen Financial
Fsc Securities Corp
Stavis & Cohen Financial
Stavis & Cohen Private Wealth LLC
Disclosures
Please visit the SEC profile of Kayla Tolunay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stavis Wealth Transfer Solutions
Houston, TX
Houston, TX
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