Bryant E. Stone

STONE LEGACY CAPITAL LLC

RALEIGH, NC 27615

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CRD#: 5557299

Professional summary

Bryant E Stone Jr., who also goes by Bryant E Stone, is a registered financial advisor currently at STONE LEGACY CAPITAL LLC located in Raleigh, North Carolina.

Bryant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Bryant has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bryant E Stone

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.

(1) Top Rank Advisors LLC; Chief Investment Officer; Investment related; Raleigh, NC; Ins Agent; Ins Sales and Services; Approx 80 hours per month; 08/2019. (2) Stone Legacy Insurance, LLC fka SFG Tax Advisors, LLC; Inv Rel; Raleigh, NC; Owner/Ins Agent; Ins Sales and Services; Approx than 80 hours during trading hours; 05/2018. (3) Legacy Lock; Associate; Offers estate planning services for clients; Not investment related; Raleigh, NC; Less than 10 hours per month; 09/2021. (4) Estate Guru; No; Raleigh, NC; Offers Estate Planning services; Associate; 08/2025; 15/ HRS MO 4) Top Rank Wealth Management, LLC; Managing Member; Not Inv Rel; Raleigh, NC; spends less than 10% of his time each month on this activity; 10/2022.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryant E Stone Jr.'s 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

May 15, 2025 - Present

STONE LEGACY CAPITAL LLC

Office #1: 8341 Bandford Way Ste. 007, Raleigh, NC 27615

RIA

CRD#: 334218

RALEIGH, NC

Past

February 22, 2021 - May 14, 2025

REDHAWK WEALTH ADVISORS, INC.

RIA

CRD#: 146616

RALEIGH, NC

Past

March 30, 2020 - February 23, 2021

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

Raleigh, NC

Past

July 14, 2008 - February 9, 2009

PRUCO SECURITIES, LLC.

CRD#: 5685

PARAMUS, NJ

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

North Carolina
(5/15/2025)

IAR

Virginia
(5/21/2025)

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: 3/16/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/1/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 7/11/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STONE LEGACY CAPITAL LLC

STONE LEGACY CAPITAL LLC | TOP RANK WEALTH MANAGEMENT, LLC

CRD#: 334218 / SEC#:

North Carolina

Registered Investment Advisory firm - (5/15/2025 Approved)

Virginia

Registered Investment Advisory firm - (5/21/2025 Approved)

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Contact information

Main Address

8341 Bandford Way Ste. 007, Raleigh, NC 27615

Mailing Address

Phone number

(919) 341-6462

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	13
AUM (Assets Under Management)	$ 4,892,052

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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Bryant E. Stone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryant E Stone Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

STONE LEGACY CAPITAL LLC

REDHAWK WEALTH ADVISORS, INC.

INTEGRITY ALLIANCE, LLC.

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/16/2020

Series 63

Date: 8/1/2008

Series 6

Date: 7/11/2008

Current Firm

STONE LEGACY CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STONE LEGACY CAPITAL LLC

TRUST BUT VERIFY

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