Stavis & Cohen Financial

Stavis & Cohen Financial (CRD# 151299) is a financial advisory firm headquartered in Houston, TX. They manage $453,290,844 in 803 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    453
    MILLION
  • Total Number of Accounts
    803
    ACCOUNTS
  • Average Account Value
    $564,497
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, LA, TX, WA

Financial Advisors at Stavis & Cohen Financial
Showing 1 - 9 of 9 top financial advisors.
1
Shelli P. Bouillion
CRD#: 2128644
1330 Post Oak Blvd., Suite 2190, Houston, TX 77056
96
Wealthminder
score

Shelli Bouillion (CRD# 2128644) is an Investment Advisor Representative working at Stavis & Cohen Financial in Houston, TX and has over 23 years of experience in the finance industry. Shelli Bouillion has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Harry E. Cohen
CRD#: 1027893
1330 Post Oak Blvd., Suite 2190, Houston, TX 77056
96
Wealthminder
score

Harry Cohen (CRD# 1027893) is an Investment Advisor Representative working at Stavis & Cohen Financial in Houston, TX and has over 34 years of experience in the finance industry. Harry Cohen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Duane M. Hirsch
CRD#: 2113314
1330 Post Oak Blvd., Suite 2190, Houston, TX 77056
96
Wealthminder
score

Duane Hirsch (CRD# 2113314) is an Investment Advisor Representative working at Stavis & Cohen Financial in Houston, TX and has over 24 years of experience in the finance industry. Duane Hirsch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Deborah M. Stavis
CRD#: 1109504
1330 Post Oak Blvd., Suite 2190, Houston, TX 77056
96
Wealthminder
score

Deborah Stavis (CRD# 1109504) is an Investment Advisor Representative working at Stavis & Cohen Financial in Houston, TX and has over 33 years of experience in the finance industry. Deborah Stavis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Allison A. Lyons
CRD#: 4625430
1330 Post Oak Blvd., Suite 2190, Houston, TX 77056
93
Wealthminder
score

Allison Lyons (CRD# 4625430) is an Investment Advisor Representative working at Stavis & Cohen Financial in Houston, TX and has over 7 years of experience in the finance industry.

6
Christopher L. Perego
CRD#: 4007830
1330 Post Oak Blvd., Suite 2190, Houston, TX 77056
93
Wealthminder
score

Christopher Perego (CRD# 4007830) is an Investment Advisor Representative working at Stavis & Cohen Financial in Houston, TX and has over 9 years of experience in the finance industry.

7
Jun Gu
CRD#: 5853384
1330 Post Oak Blvd., Suite 2190, Houston, TX 77056
91
Wealthminder
score

Jun Gu (CRD# 5853384) is an Investment Advisor Representative working at Stavis & Cohen Financial in Houston, TX and has over 2 years of experience in the finance industry.

8
Diana D. Murphy-Belger
CRD#: 4958211
1330 Post Oak Blvd., Suite 2190, Houston, TX 77056
88
Wealthminder
score

Diana Murphy-Belger (CRD# 4958211) is an Investment Advisor Representative working at Stavis & Cohen Financial in Houston, TX and has over 2 years of experience in the finance industry.

9
Thao D. Pham
CRD#: 6339126
1330 Post Oak Blvd., Suite 2190, Houston, TX 77056
87
Wealthminder
score

Thao Pham (CRD# 6339126) is an Investment Advisor Representative working at Stavis & Cohen Financial in Houston, TX and has 1 year of experience in the finance industry.

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