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231 Glen Cove Avenue, Sea Cliff, NY 11579 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gaun & Co. Cpas, P. | Sea Cliff | NY | 01/2016 | 01/2021 |
| Gaun Accounting & Asset Mgmt. Ltd. | Sea Cliff | NY | 01/2021 | Present |
| Gaun & Co. Cpas, P.C. | Sea Cliff | NY | 01/2026 | Present |
| Gaun Wealth Management Ltd. | Sea Cliff | NY | 03/2026 | Present |
Name of other business: Gaun & Company CPAs, P.C.; Is business Investment related: No; Address of other business: 231 Glen Cove Ave, Sea Cliff, NY 11579; Nature of other business: Accounting; Your position: Partner; Start date of relationship: January 1, 2026; Approx. # of hours /month devote to other business: 40; Number of hours devoted to other business during securities trading hours: 40; Briefly describe duties: Tax Partner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-18 |
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