Unclaimed Profile

Shelli Pakebusch Bouillion

STAVIS & COHEN PRIVATE WEALTH, LLC·HOUSTON, Texas

SIE, Series 7, Series 63, Series 65CFPClean record23 years registeredSTAVIS & COHEN PRIVATE WEALTH, LLC

1330 POST OAK BOULEVARD, HOUSTON, TX 77056CRD# 2128644Firm CRD# 312366

Profile Verification

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

Identity

Shelli Pakebusch Bouillion · HOUSTON, TX

Registration

CRD #2128644 · STAVIS & COHEN PRIVATE WEALTH, LLC · 23 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

BBVA WEALTH SOLUTIONS INC.

Feb 2008 – May 2010

HOUSTON, TX

FSC SECURITIES CORPORATION

Oct 2007 – Feb 2008

AUSTIN, TX

FSC SECURITIES CORPORATION

Nov 2006 – Jul 2007

AUSTIN, TX

M HOLDINGS SECURITIES, INC.

Feb 2003 – Sep 2006

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · February 3, 2003

Years registered · 23

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 Shelli Pakebusch Bouillion offer?

Shelli Pakebusch Bouillion specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.

What are Shelli Pakebusch Bouillion's credentials?

Shelli Pakebusch Bouillion holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Shelli Pakebusch Bouillion located?

Shelli Pakebusch Bouillion 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 Shelli Pakebusch Bouillion charge for services?

Shelli Pakebusch Bouillion'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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