Unclaimed Profile

Allison Anne Lyons

STAVIS & COHEN PRIVATE WEALTH, LLC·HOUSTON, Texas

SIE, Series 7, Series 63CFPClean record22 years registeredSTAVIS & COHEN PRIVATE WEALTH, LLC

1330 POST OAK BOULEVARD, HOUSTON, TX 77056CRD# 4625430Firm CRD# 312366

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Allison Anne Lyons · HOUSTON, TX

Registration

CRD #4625430 · STAVIS & COHEN PRIVATE WEALTH, LLC · 22 years registered

Brand Profile

Not yet started

Career History

CORIENT

Jan 2023 – present

STAVIS & COHEN PRIVATE WEALTH, LLC

Mar 2021 – Mar 2023

HOUSTON, TX

SCF PRIVATE WEALTH HOLDINGS, LLC

May 2010 – Mar 2021

HOUSTON, TX

EAGLE STRATEGIES LLC

Jul 2009 – Mar 2010

HOUSTON, TX

SEIDMAN PRIVATE ADVISORS LLC

Jul 2005 – Mar 2010

HOUSTON, TX

KPMG INVESTMENT ADVISORS

Nov 2003 – Dec 2005

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · November 17, 2003

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STAVIS & COHEN PRIVATE WEALTH, LLC

CRD 312366 · SEC 801-120239

AUM

$754M

Regulatory assets under management

Employees

1,175 client accounts

Services offered by STAVIS & COHEN PRIVATE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at STAVIS & COHEN PRIVATE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Allison Anne Lyons offer?

Allison Anne Lyons specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.

What are Allison Anne Lyons's credentials?

Allison Anne Lyons holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Allison Anne Lyons located?

Allison Anne Lyons is based in HOUSTON, Texas, working with STAVIS & COHEN PRIVATE WEALTH, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Allison Anne Lyons charge for services?

Allison Anne Lyons's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STAVIS & COHEN PRIVATE WEALTH, LLC?

STAVIS & COHEN PRIVATE WEALTH, LLC has approximately 23 employees and manages $754M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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