Taunya Fourtner Abaya

Taunya F. Abaya

ABAYA WEALTH MANAGEMENT
BUFFALO, NY 14203
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CRD#: 7368956
Taunya Fourtner Abaya

Professional summary


Taunya Fourtner Abaya, CFP® is a registered financial advisor currently at ABAYA WEALTH MANAGEMENT LLC located in Buffalo, New York.

Taunya is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Taunya has worked at 2 firms and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.

CRS (Client Relationship Summary) - RIA


Click below to view Taunya Fourtner Abaya'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®
CFP®

Experience


Current

December 2, 2021 - Present

ABAYA WEALTH MANAGEMENT LLC

Office #1: 1 Seneca St, Suite 2905, Buffalo, NY 14203
RIA
CRD#: 317534
BUFFALO, NY
Past

June 6, 2021 - November 30, 2021

BUFFALO FIRST WEALTH MANAGEMENT, LLC

RIA
CRD#: 168937
WILLIAMSVILLE, NY

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
New York
(12/2/2021)

Exams


State Security Law Exam

Current Firm


AW
ABAYA WEALTH MANAGEMENT LLC
1A ABAYA WEALTH MANAGEMENT LLC 1B1. ABAYA WEALTH MANAGEMENT LLC | ABAYA WEALTH MANAGEMENT LLC | ABAYA WEALTH MANAGEMENT

CRD#: 317534 / SEC#:

New York
Registered Investment Advisory firm - (12/2/2021 Approved)
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Contact information


Main Address
1 Seneca St, Suite 2905, Buffalo, NY 14203
Mailing Address
Phone number
(716) 345-0110
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts106
AUM (Assets Under Management)$ 23,000,000

Red Flags


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Company Information


ABAYA WEALTH MANAGEMENT LLC

CRD#: 317534Buffalo, NY 14203

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