Career history of Morgan Stone
Former positions of Morgan Stone
| Companies | Position | Start | End |
|---|---|---|---|
Stone Asset Management, Inc.
 Stone Asset Management, Inc. Investment ManagersFinance Stone Asset Management, Inc., do-business-as Stone Wealth Management (SWM), is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by William M. Stone in 2004. They were acquired by Avidian Wealth Solutions LLC in 2023. SWM provides investment advice to individuals and high net worth individuals. | Chief Executive Officer | 01/01/2004 | 01/02/2023 |
| Founder | 01/01/2004 | 01/02/2023 | |
| President | 01/01/2004 | 01/02/2023 |
Training of Morgan Stone
| Vanderbilt University | Undergraduate Degree |
| St. Edward's University | Masters Business Admin |
Statistics
International
| United States | 4 |
Operational
| Chief Executive Officer | 1 |
| Founder | 1 |
| President | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Stone Asset Management, Inc.
Stone Asset Management, Inc. Investment ManagersFinance Stone Asset Management, Inc., do-business-as Stone Wealth Management (SWM), is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by William M. Stone in 2004. They were acquired by Avidian Wealth Solutions LLC in 2023. SWM provides investment advice to individuals and high net worth individuals. | Finance |
- Stock Market
- Insiders
- Morgan Stone
- Experience
