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RIA / WealthAdvisorCertified Financial Planner22 years in industry

WILLIAM MORGAN STONE

Advisor at AVIDIAN WEALTH SOLUTIONS

HOUSTON, TX | AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1e4eb21e-def4-3d67-9176-af66cf671fed

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Sep 7, 2004 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

William Morgan Stone

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AVIDIAN WEALTH SOLUTIONS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
First registration: Sep 7, 2004
Dual registered: no
Other names: MORGAN STONE
IAPD individual key: 4828259

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AVIDIAN WEALTH SOLUTIONS	Independent wealth	Jan 19, 2023	n/a	yes	AUSTIN, TX\|HOUSTON, TX	Current employment
DBA STONE WEALTH MANAGEMENT	Former SEC adviser	Sep 7, 2004	Oct 9, 2023	no	AUSTIN, TX\|Austin, TX\|AUSTIN, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DBA STONE WEALTH MANAGEMENT	AVIDIAN WEALTH SOLUTIONS	Oct 9, 2023	Jan 19, 2023	-263	Firm change after gap	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
132202:127186:TX:2023-10-09	Oct 9, 2023	Jan 19, 2023	AUSTIN, TX	Firm change after gap

Relationships

Registered with (2)

→ AVIDIAN WEALTH SOLUTIONSRegistered adviserregistration: current employment
Jan 19, 2023 to presentfactForm ADV
→ DBA STONE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Sep 7, 2004 to Oct 9, 2023factForm ADV

Dated events

Occurred
Oct 9, 2023
Advisor changed firm
William Morgan Stone left Dba Stone Wealth Management for Avidian Wealth Solutions (registered 2023-01-19)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1e4eb21e-def4-3d67-9176-af66cf671fed
First observed: Sep 7, 2004
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WILLIAM MORGAN STONE

Advisor at AVIDIAN WEALTH SOLUTIONS

HOUSTON, TX | AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1e4eb21e-def4-3d67-9176-af66cf671fed

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:57 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

AVIDIAN WEALTH SOLUTIONS

Independent wealth

Jan 19, 2023

n/a

yes

AUSTIN, TX|HOUSTON, TX

Current employment

DBA STONE WEALTH MANAGEMENT

Former SEC adviser

Sep 7, 2004

Oct 9, 2023

AUSTIN, TX|Austin, TX|AUSTIN, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

DBA STONE WEALTH MANAGEMENT

AVIDIAN WEALTH SOLUTIONS

Oct 9, 2023

Jan 19, 2023

-263

Firm change after gap

RIA to RIA

Team

Left

Joined

From

Kind

132202:127186:TX:2023-10-09

Oct 9, 2023

Jan 19, 2023

AUSTIN, TX

Firm change after gap