Maury Andrew Stone
Investment adviser representative at Beacon Harbor Wealth Advisors
12 yearsExperience
2 statesRegistered in
$608.3MFirm assets
7 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Beacon Harbor Wealth AdvisorsFeb 2019 to now
- Wells Fargo Clearing Services, LLCNov 2016 to May 2019
- Wells Fargo Advisors, LLCAug 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Beacon Harbor Wealth Advisors
Legal name: Beacon Harbor Wealth Advisors, Inc.
$608.3MAssets managed
572Clients
6Advisers
7 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
- 6325445
- Firm CRD
- 300243