William Morgan Stone
Investment adviser representative at Avidian Wealth Solutions
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Avidian Wealth Solutions, LLCJan 2023 to now
- Stone Asset Management, Inc.Jun 2004 to Sep 2023
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Avidian Wealth Solutions
Legal name: Avidian Wealth Enterprises, LLC
$4.8BAssets managed
1,895Clients
43Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4828259
- Firm CRD
- 127186