CI Stavis & Cohen Private Wealth Email Format
Financial ServicesTexas, United States11-50 Employees
CI Stavis & Cohen Private Wealth is a financial services firm based in Houston, Texas, operating from 1330 Post Oak Boulevard, Suite 2190. Securities are offered through FSC Securities Corporation, a FINRA/SIPC member, while advisory and insurance services are provided through Stavis & Cohen Financial, a registered investment adviser not affiliated with FSC. The firm develops customized financial plans to help families achieve their goals. It employs between 11 and 50 people. In 2020, CI Financial Corp. acquired Stavis & Cohen Financial, reflecting a change in ownership structure.