Kayla Alexandra Tolunay
Investment adviser representative at Stavis Wealth Transfer Solutions
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$148.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Innovation Partners LLCSep 2025 to now
- Ip Financial Advisory Service LLCSep 2025 to now
- Hotaling Insurance ServicesMar 2025 to now
- Stavis Wealth Transfer SolutionsJul 2023 to now
- AreteJan 2025 to Mar 2025
- Tanglewood Total Wealth Management, Inc.Aug 2024 to Dec 2024
- Stavis & Cohen Private Wealth LLCMay 2009 to Jul 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Stavis Wealth Transfer Solutions
Legal name: Stavis Wealth Transfer Solutions, LLC
$148.1MAssets managed
21Clients
4Advisers
3 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
- 5706171
- Firm CRD
- 328185