PS
Precious D. Stansberry
SVB WEALTH
Cypress, TX
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CRD#: 7637463
PS
Professional summary
Precious Devine Stansberry is a registered financial advisor currently at SVB WEALTH located in Cypress, Texas and FIRST CITIZENS INVESTOR SERVICES, INC. located in Charlotte, North Carolina.
Precious is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Precious has worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.
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.
FCIS; 8540 Colonnade Center Drive, Raleigh, NC 27615; FCIS is an Affiliated Firm; Role is Affluent Wealth Advisor, I provide comprehensive wealth management and financial planning services to high-networth and innovation economy clients. Delivering advice and guidance related to investment strategies, securities, insurance solutions, banking products, and lending services. Through collaboration with investment managers and the financial planning team, I assess client goals and risk tolerance, develop tailored financial plans , and coordinate and implement investment, insurance and credit solutions to ensure alignment with their short and long-term investment goals. Begin 9/2025.
CRS (Client Relationship Summary) - RIA
Click below to view Precious Devine Stansberry'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®
NoneExperience
Current
October 31, 2022 - Present
SVB WEALTH
RIA
CRD#: 172832
Cypress, TX
Current
October 27, 2025 - Present
FIRST CITIZENS INVESTOR SERVICES, INC.
Office #1: 128 S Tryon Street, Charlotte, NC 28202RIA
BD
CRD#: 44430
CHARLOTTE, NC
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
SVB WEALTH
BANYAN PARTNERS | SVB WEALTH LLC | SVB WEALTH | SVB PRIVATE | KLS, A DIVISION OF SVB WEALTH LLC | KLS, A DIVISION OF BOSTON PRIVATE | BP WEALTH MANAGEMENT, LLC | BP WEALTH MANAGEMENT | BOSTON PRIVATE, AN SVB COMPANY | BOSTON PRIVATE WEALTH MANAGEMENT | BOSTON PRIVATE WEALTH LLC | BOSTON PRIVATE WEALTH | BOSTON PRIVATE
CRD#: 172832 / SEC#: 801-80480
RIA
Registered Investment Advisory firm - (10/2/2014 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.Highlighted states indicate IAR registrations
IAR
Massachusetts(11/1/2022)
IAR
Texas(10/31/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/27/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SW
SVB WEALTH
BANYAN PARTNERS | SVB WEALTH LLC | SVB WEALTH | SVB PRIVATE | KLS, A DIVISION OF SVB WEALTH LLC | KLS, A DIVISION OF BOSTON PRIVATE | BP WEALTH MANAGEMENT, LLC | BP WEALTH MANAGEMENT | BOSTON PRIVATE, AN SVB COMPANY | BOSTON PRIVATE WEALTH MANAGEMENT | BOSTON PRIVATE WEALTH LLC | BOSTON PRIVATE WEALTH | BOSTON PRIVATE
CRD#: 172832 / SEC#: 801-80480
RIA
Registered Investment Advisory firm - (10/2/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
53 State Street 28th Floor, Boston, MA 02109
Mailing Address
Po Box 27131, Raleigh, NC 27611
Phone number
(617) 223-0200
Established
Firm type
Fiscal year end
# of Employees
85
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,739 |
| AUM (Assets Under Management) | $ 4,983,411,995 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/21/2025 | ||
| 09/20/2024 | ||
| 10/31/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
