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TA

Tayeb Ayat

FENUL WEALTH MANAGEMENT
Los Angeles, CA 90024
Some features on this profile are disabled
CRD#: 7292729
TA

Professional summary

Tayeb Ayat, who also goes by Tayeb Ayatollahy Tafti, is a registered financial advisor currently at FENUL WEALTH MANAGEMENT LLC located in Los Angeles, California.

Tayeb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Tayeb has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tayeb Ayatollahy Tafti

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tayeb Ayat'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®
None

Experience

Current

January 26, 2021 - Present

FENUL WEALTH MANAGEMENT LLC

Office #1: 10880 Wilshire Blvd Suite 1101, Los Angeles, CA 90024
RIA
CRD#: 311474
Los Angeles, CA

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
California
(1/26/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/8/2020
Uniform Investment Adviser Law Examination

Current Firm

FW
FENUL WEALTH MANAGEMENT LLC
FENUL WEALTH MANAGEMENT LLC

CRD#: 311474 / SEC#:

California
Registered Investment Advisory firm - (1/26/2021 Approved)
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Contact information

Main Address
10880 Wilshire Blvd Suite 1101, Los Angeles, CA 90024
Mailing Address
Phone number
(888) 336-8586
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts8
AUM (Assets Under Management)$ 898,000

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.

Company Information

FENUL WEALTH MANAGEMENT LLC

CRD#: 311474Los Angeles, CA 90024

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