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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Taunya Fourtner Abaya

Taunya F. Abaya

ABAYA WEALTH MANAGEMENT LLC
Buffalo, NY
Some features on this profile are disabled
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.

top-8-questions

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.

Blog Corner

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®

Certified Financial Planner

Start date: 2016

Experience

Current

December 2, 2021 - Present

ABAYA WEALTH MANAGEMENT LLC

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
IAR
Series 65
Date: 9/29/2016
Uniform Investment Adviser Law Examination

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
Buffalo, NY
Mailing Address
Phone number
(716) 345-0110
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts89
AUM (Assets Under Management)$ 13,000,000

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

ABAYA WEALTH MANAGEMENT LLC

CRD#: 317534Buffalo, NY

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