Bohdan W. Stone

MFA WEALTH ADVISORS

Pittsburgh, PA 15228

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CRD#: 437242

Professional summary

Bohdan William Stone, who also goes by Bohdan William Stefkiwsky, is a registered financial advisor currently at MFA WEALTH ADVISORS, LLC located in Pittsburgh, Pennsylvania and MORALIS TECHNOLOGIES, LLC located in Pittsburgh, Pennsylvania.

Bohdan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1971. Bohdan has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 5, PC and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bohdan William Stefkiwsky

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ADVISOR OF MORALIS TECHNOLOGIES, LLC (DBA AQUINAS WEALTH ADVSIORS), AN SEC REGISTERED INVESTMENT ADVISER (RELATED ADVISER OF MFA WEALTH ADVISORS, LLC) LOCATED AT 650 WASHINGTON RD., STE 8000, PITTSBURGH, PA 15228, SINCE 3/2024; APPROX 30 HRS/WEEK. ADVISOR OF MFA WEALTH ADVISORS, LLC, AN SEC REGISTERED INVESTMENT ADVISER (RELATED ADVISER OF MORALIS TECHNOLOGIES, LLC) LOCATED AT 650 WASHINGTON RD., STE 8000, PITTSBURGH, PA 15228, SINCE 3/2024; APPROX 10 HRS/WEEK.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bohdan William Stone's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 15, 2024 - Present

MFA WEALTH ADVISORS, LLC

Office #1: 650 Washington Road Suite 8000, Pittsburgh, PA 15228

RIA

CRD#: 171984

Pittsburgh, PA

Current

March 19, 2024 - Present

MORALIS TECHNOLOGIES, LLC

Office #1: 650 Washington Rd Suite 8000, Pittsburgh, PA 15228

RIA

CRD#: 316221

Pittsburgh, PA

Past

February 23, 2011 - February 6, 2019

MORGAN STANLEY

RIA

CRD#: 149777

PITTSBURGH, PA

Past

June 1, 2009 - February 6, 2019

MORGAN STANLEY

CRD#: 149777

PITTSBURGH, PA

Past

July 31, 1993 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

PITTSBURGH, PA

Past

June 25, 1979 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

August 21, 1978 - June 25, 1979

LOEB PARTNERS

CRD#: 7534

Past

January 11, 1972 - September 6, 1978

MOORE, LEONARD & LYNCH, INCORPORATED

CRD#: 593

Past

August 24, 1971 - January 8, 1972

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MFA WEALTH ADVISORS, LLC

BERGADON CAPITAL MANAGEMENT, LLC | MFA WEALTH ADVISORS, LLC | MFA WEALTH | MCMAHON FINANCIAL ADVISORS, LLC

CRD#: 171984 / SEC#: 801-79952

RIA

Registered Investment Advisory firm - (6/25/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/22/2024)

IAR

Pennsylvania
(3/15/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/9/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/23/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 5

Date: 10/17/1981

Interest Rate Options Examination

General Industry/Product Exam

PC

Date: 6/1/1977

AMEX Put and Call Exam

General Industry/Product Exam

Series 1

Date: 8/19/1971

Registered Representative Examination

Current Firm

MFA WEALTH ADVISORS, LLC

BERGADON CAPITAL MANAGEMENT, LLC | MFA WEALTH ADVISORS, LLC | MFA WEALTH | MCMAHON FINANCIAL ADVISORS, LLC

CRD#: 171984 / SEC#: 801-79952

RIA

Registered Investment Advisory firm - (6/25/2014 Approved)

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Contact information

Main Address

650 Washington Road Suite 8000, Pittsburgh, PA 15228

Mailing Address

Phone number

(412) 343-8700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MFA WEALTH PART 2A WRAP FEE BROCHURE (4/18/2025)

MFA WEALTH PART 2A BROCHURE (4/18/2025)

Regulatory assets under management

Total Number of Accounts	2,045
AUM (Assets Under Management)	$ 529,052,412

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
01/07/2025	Cover Page	Report
01/29/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Bohdan W. Stone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bohdan William Stone's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORALIS TECHNOLOGIES, LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

LOEB PARTNERS

MOORE, LEONARD & LYNCH, INCORPORATED

METROPOLITAN LIFE INSURANCE COMPANY

Primary Firm SEC Registration

MFA WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/9/2024

Series 63

Date: 1/23/1981

SIE

Date: 10/1/2018

Series 5

Date: 10/17/1981

PC

Date: 6/1/1977

Series 1

Date: 8/19/1971

Current Firm

MFA WEALTH ADVISORS, LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MFA WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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