DS
Deborah M. Stavis
STAVIS WEALTH TRANSFER SOLUTIONS
Houston, TX 77019
Some features on this profile are disabled
CRD#: 1109504
DS
Professional summary
Deborah Mccully 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 62, Series 22, Series 6, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Deborah Mccully Stavis
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.
1) Stavis Wealth Transfer Solutions dba Stavis Wealth. Investment Related. At Registered location. RIA. Chief Executive Officer. Start date 07/2023. 30 hrs/ month; 5 hrs/ month during security hours. Provide advice to clients. 2) RICE TEACHING; INSTRUCTOR : PRIVATE UNIVERSITY OFFERING CONTINUING ADULT EDUCATION TO THE COMMUNITY-INSTRUCTOR NOT INVESTMT RELATED: 2 ; 1 START DT: 06/14/1984; 6100 MAIN STREET, HOUSTON TX 77005; INSTRUCTOR ON ESTATE, RISK MANAGEMENT AND INSURANCE 3) THIRD COAST CREATIVE; Genl Partner : LLC INVESTMT RELATED: No ; 8 ; 0 START DT: 06/01/2008; 1330 Post Oak Blvd, Ste2190, Houston TX 77056; Passive investment in Broadway and Broadway style musicals and dramas. Receive modest royalties from album recordings and shows. 4) BARBARA BUSH CELEBRATION OF READING; Committee Member; Non-Profit INVESTMENT RELATED: No; 1 ; 0; START DT: 04/01/1994; P.O.Box 131614, Houston TX 77219; Committee member who cannot act on behalf of committee without permission of the Board Members or Organization. 5) ST. CHAN BUSINESS ENTERPRISES; Genl Partner ; Family Limtd Partnership (FLP) INVESTMT RELTD: Yes ; 0 ; 0 START DT: 01/01/2007; 3325 Inwood Drive, Houston TX 77019; Genl Partner of Family Limited Partnership. The FLP funds are used for a multitude of purposes, one of which is to purchase real estate properties. 6) Fixed Insurance. Investment related. At Registered Location. Fixed traditional insurance. Agent. Start Date: 06/1996. 10 hrs/mo; 10 hrs during trading. Sales of Fixed / Traditional insurance products 7) PKS Financial. Investment Related. 80 State St. Albany, NY 12207. Fixed / Traditional Insurance. Agent. Start Date: 07/2022. 5 hrs/mo; 5 hrs during trading. Sales of Fixed / Traditional Insurance 8) Ladies for Literacy Guild. Not Investment Related. 7887 San Felipe Suite 250 Houston, TX 77063. Non-profit organization. Treasurer. Start Date: 01/01/25. 1 hr/ month; none during trading hours. As treasurer for the Ladies for Literacy Guild I am tasked with presenting any decisions made by the grant committee on a quarterly basis. I do not make any financial decisions - only present the information. 9) Literacy Legacy Society. Not Investment Related. 7887 San Felipe Suite 250 Houston, TX 77063. Non-profit organization. Co-Chair. Start Date: 02/01/25. 4 hrs/ month; none during trading hours. As Co-chair for the Literacy Legacy society I am tasked to invite, create and educate members of the community on estate planning and philanthropic opportunities (similar to Rice Educational programs). I make no decisions on behalf of the non-proifit
CRS (Client Relationship Summary) - RIA
Click below to view Deborah Mccully Stavis'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®
Experience
Current
October 1, 2023 - Present
STAVIS WEALTH TRANSFER SOLUTIONS
Office #1: 3325 Inwood Dr, Houston, TX 77019RIA
CRD#: 328185
Houston, TX
Current
September 2, 2025 - Present
BENEFIT FUNDING SERVICES, LLC
Office #1: 1330 Post Oak Blvd #250, Houston, TX 77019BD
CRD#: 44079
Houston, TX
Past
January 31, 2023 - April 10, 2023
CORIENT
RIA
CRD#: 319448
HOUSTON, TX
Past
January 31, 2023 - August 29, 2025
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Houston, TX
Past
July 7, 2022 - January 3, 2023
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Houston, TX
Past
February 27, 2021 - March 31, 2023
STAVIS & COHEN PRIVATE WEALTH, LLC
RIA
CRD#: 312366
HOUSTON, TX
Past
May 13, 2014 - July 8, 2022
FSC SECURITIES CORPORATION
BD
CRD#: 7461
HOUSTON, TX
Past
September 24, 2009 - March 15, 2021
SCF PRIVATE WEALTH HOLDINGS, LLC
RIA
CRD#: 151299
HOUSTON, TX
Past
August 3, 2009 - September 29, 2009
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
HOUSTON, TX
Past
August 3, 2009 - June 3, 2014
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
HOUSTON, TX
Past
March 31, 2009 - August 3, 2009
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
HOUSTON, TX
Past
July 5, 2005 - April 22, 2008
PNC MANAGED ACCOUNT SOLUTIONS, INC.
RIA
CRD#: 110476
HOUSTON, TX
Past
October 20, 2004 - December 31, 2004
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
HOUSTON, TX
Past
March 31, 2003 - August 3, 2009
FSC SECURITIES CORPORATION
BD
CRD#: 7461
HOUSTON, TX
Past
June 13, 1996 - July 24, 2003
OSAIC WEALTH, INC.
RIA
CRD#: 23131
HOUSTON, TX
Past
June 13, 1996 - July 24, 2003
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
April 13, 1983 - June 7, 1996
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
STAVIS WEALTH TRANSFER SOLUTIONS
STAVIS WEALTH TRANSFER SOLUTIONS | STAVIS WEALTH TRANSFER SOLUTIONS, LLC
CRD#: 328185 / SEC#: 801-128853
RIA
Registered Investment Advisory firm - (9/29/2023 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/2/2025)
RR
California(9/2/2025)
RR
Michigan(9/2/2025)
RR
Mississippi(9/2/2025)
RR
Missouri(9/2/2025)
RR
New Jersey(9/2/2025)
RR
South Dakota(9/2/2025)
IAR
Texas(10/1/2023)
RR
Texas(9/2/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 4/10/1991
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SW
STAVIS WEALTH TRANSFER SOLUTIONS
STAVIS WEALTH TRANSFER SOLUTIONS | STAVIS WEALTH TRANSFER SOLUTIONS, LLC
CRD#: 328185 / SEC#: 801-128853
RIA
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Contact information
Main Address
1330 Post Oak Blvd Suite 2050, Houston, TX 77056
Mailing Address
Phone number
(713) 391-8200
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 43 |
| AUM (Assets Under Management) | $ 120,802,164 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
