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Managing Principal/ceo & Chief Compliance Officer · Stavis Wealth Transfer Solutions

Deborah M. Stavis

CRD 1109504 · Named on Form ADV at one SEC-registered adviser

At a glance

Stavis Wealth Transfer Solutions, an SEC-registered wealth manager based in Houston, TX with $148 million in regulatory assets, lists Deborah M. Stavis on its Form ADV as Managing Principal/ceo & Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Deborah’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Deborah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.