Unclaimed Profile

Kyle James Mccully

STAVIS & COHEN PRIVATE WEALTH, LLC·HOUSTON, Texas

Clean record9 years registeredSTAVIS & COHEN PRIVATE WEALTH, LLC

1330 POST OAK BOULEVARD, HOUSTON, TX 77056CRD# 6009258Firm CRD# 312366

Profile Verification

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

Identity

Kyle James Mccully · HOUSTON, TX

Registration

CRD #6009258 · STAVIS & COHEN PRIVATE WEALTH, LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STAVIS & COHEN PRIVATE WEALTH, LLC

CI PRIVATE WEALTH

Jan 2023 – Mar 2023

HOUSTON, TX

STAVIS & COHEN PRIVATE WEALTH, LLC

Mar 2021 – Mar 2023

HOUSTON, TX

SCF PRIVATE WEALTH HOLDINGS, LLC

Aug 2016 – Mar 2021

HOUSTON, TX

Registrations & Exams

Registration record

First registered · August 18, 2016

Years registered · 9

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 Kyle James Mccully offer?

Kyle James Mccully specializes in Financial Planning, Investment Management.

What are Kyle James Mccully's credentials?

Kyle James Mccully is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kyle James Mccully located?

Kyle James Mccully is based in HOUSTON, Texas, last registered with STAVIS & COHEN PRIVATE WEALTH, LLC.

How does Kyle James Mccully charge for services?

Kyle James Mccully'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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