# WILLIAM MORGAN STONE

WILLIAM MORGAN STONE is an investment adviser representative (IAR) with state registration records since 2004, appearing at 2 firms. Currently registered with AVIDIAN WEALTH ENTERPRISES, LLC.

## Registration history (2)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [AVIDIAN WEALTH ENTERPRISES, LLC](https://search.stillhousedata.com/firm/127186) | 2023-01-19 | present | Yes |
| [DBA STONE WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/132202) | 2004-09-07 | 2023-10-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4828259)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4828259.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.