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Deborah McCully Stavis

Managing Principal/Ceo & Chief Compliance OfficerStavis Wealth Transfer Solutions, LLCCRD 1109504

About Deborah McCully Stavis

Deborah McCully Stavis is listed as Managing Principal/Ceo & Chief Compliance Officer at Stavis Wealth Transfer Solutions, LLC in Houston, TX. Form ADV reports a beneficial ownership band of Under 5%. Deborah McCully Stavis is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Stavis Wealth Transfer Solutions, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Deborah McCully Stavis work?

Deborah McCully Stavis is listed as Managing Principal/Ceo & Chief Compliance Officer at Stavis Wealth Transfer Solutions, LLC on SEC Form ADV.

How much of Stavis Wealth Transfer Solutions, LLC does Deborah McCully Stavis own?

Form ADV reports a beneficial ownership band of Under 5%.

Stavis Wealth Transfer Solutions, LLC

TitleManaging Principal/Ceo & Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023
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Stavis Wealth Transfer Solutions, LLC

TitleLlc Manager
Ownership—
Control personYes
Since2023
View Stavis Wealth Transfer Solutions, LLC →