Maury A. Stone

BEACON HARBOR WEALTH ADVISORS

Virginia Beach, VA 23452

Some features on this profile are disabled

CRD#: 6325445

Professional summary

Maury Andrew Stone JR., who also goes by Maury Andrew Stone, is a registered financial advisor currently at BEACON HARBOR WEALTH ADVISORS located in Virginia Beach, Virginia.

Maury is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Maury has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Maury Andrew 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maury Andrew Stone JR.'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

May 16, 2019 - Present

BEACON HARBOR WEALTH ADVISORS

Office #1: 440 Viking Drive, Suite 200, Virginia Beach, VA 23452

RIA

CRD#: 300243

Virginia Beach, VA

Past

February 22, 2019 - February 25, 2019

BEACON HARBOR WEALTH ADVISORS

RIA

CRD#: 300243

VIRGINIA BEACH, VA

Past

January 3, 2015 - May 21, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

VIRGINIA BEACH, VA

Past

October 23, 2014 - May 21, 2019

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

VIRGINIA BEACH, VA

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".

BEACON HARBOR WEALTH ADVISORS

BEACON HARBOR WEALTH ADVISORS | BEACON HARBOR WEALTH ADVISORS, INC.

CRD#: 300243 / SEC#: 801-114773

RIA

Registered Investment Advisory firm - (2/11/2019 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

Texas
(5/16/2019)

IAR

Virginia
(5/21/2019)

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 66

Date: 1/2/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/23/2014

General Securities Representative Examination

Current Firm

BEACON HARBOR WEALTH ADVISORS

BEACON HARBOR WEALTH ADVISORS | BEACON HARBOR WEALTH ADVISORS, INC.

CRD#: 300243 / SEC#: 801-114773

RIA

Registered Investment Advisory firm - (2/11/2019 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

440 Viking Drive, Suite 200, Virginia Beach, VA 23452

Mailing Address

Phone number

(757) 644-4545

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (6/9/2025)

WRAP PROGRAM BROCHURE (2/10/2025)

Regulatory assets under management

Total Number of Accounts	1,599
AUM (Assets Under Management)	$ 625,592,439

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2024	Cover Page	Report
11/01/2023	Cover Page	Report
01/12/2023	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.

Similar Advisors

Angela Chinn

J.P. MORGAN SECURITIES LLC

IAR

Los Angeles, CA

Kyle Fukuchi

OSAIC WEALTH, INC.

IAR

Farmington, UT

Caleb Warren

WARREN FINANCIAL

IAR

BANGOR, ME

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Maury A. Stone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maury Andrew Stone JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACON HARBOR WEALTH ADVISORS

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

BEACON HARBOR WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 1/2/2015

SIE

Date: 10/1/2018

Series 7

Date: 10/23/2014

Current Firm

BEACON HARBOR WEALTH ADVISORS

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BEACON HARBOR WEALTH ADVISORS

TRUST BUT VERIFY

Similar Advisors