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Financial ADVSR advisor directory · SEC adviser records

Stavis Wealth Transfer Solutions financial advisors in Texas

Every SEC-registered investment adviser representative at a Stavis Wealth Transfer Solutions office in Texas, by city and A to Z.

4 registered advisors work at Stavis Wealth Transfer Solutions in Texas, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Houston (4). 3 list the CFP designation and 1 are also registered broker representatives.

Stavis Wealth Transfer Solutions advisors by city in Texas

Every firm in Texas →

Houston 4

Stavis Wealth Transfer Solutions advisors in Texas, A to Z

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Questions

How many Stavis Wealth Transfer Solutions financial advisors are in Texas?

4 investment adviser representatives are registered at Stavis Wealth Transfer Solutions offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 3 list the CFP designation and 1 are also registered as broker representatives.

Where in Texas does Stavis Wealth Transfer Solutions have the most advisors?

Houston, with 4. Stavis Wealth Transfer Solutions has advisors in 1 city in Texas.

How do I check a Stavis Wealth Transfer Solutions advisor in Texas?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Stavis Wealth Transfer Solutions office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.