Investment adviser representative · Stavis Wealth Transfer Solutions

Kayla A. Tolunay

CRD 5706171 · Houston, TX

At a glance

Kayla A. Tolunay is an investment adviser representative with Stavis Wealth Transfer Solutions in Houston, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kayla’s SEC record dates to 2017, about 9 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

Stavis Wealth Transfer SolutionsSince November 2023Houston, TX · $148M in regulatory assets

SEC adviser record

Registered since: 2017 (9 years)
Designations: Certified Financial Planner
Exams: Series 63
Registered in: 1 state
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Kayla’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 5 firmsLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.