Deborah Stavis
CFP®Professional Summary
Deborah Stavis, CFP®, who also goes by Deborah Mccully Stavis, is a registered financial advisor currently at STAVIS WEALTH TRANSFER SOLUTIONS located in Houston, Texas and BENEFIT FUNDING SERVICES, LLC located in Houston, Texas. Deborah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Deborah has worked at 12 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Deborah Mccully Stavis
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
43 years in the financial services industry
Current & Past Employments
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Current Firm
STAVIS WEALTH | STAVIS WEALTH TRANSFER SOLUTIONS, LLC | STAVIS WEALTH TRANSFER SOLUTIONS
Contact Information
Main Address
1330 Post Oak Blvd Suite 2050, Houston, TX 77056Phone Number
(713) 391-8200# of Employees
6SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
39AUM (Assets Under Management)
$148,120,106Similar Advisors
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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.
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Primary Firm SEC Registration
STAVIS WEALTH | STAVIS WEALTH TRANSFER SOLUTIONS, LLC | STAVIS WEALTH TRANSFER SOLUTIONS
State Registrations and Notice Filings
(9/2/2025)
(9/2/2025)
(9/2/2025)
(9/2/2025)
(9/2/2025)
(9/2/2025)
(9/2/2025)
(10/1/2023)
(9/2/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 62 — Corporate Securities Limited Representative Examination
Passed Apr 1991Series 22 — Direct Participation Programs Representative Examination
Passed Apr 1983About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 1983About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Deborah Stavis's CRS (Customer Relationship Summary).
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