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Advisors / Pennsylvania / Wayne
1yr

Ava Stone

Financial advisor at Merrill

Ava Stone is a fiduciary financial advisor in Wayne, Pennsylvania, with 1 year in the industry. Ava joined Merrill in 2025, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.

One of 368 advisors with offices in Wayne, and one of 323 fiduciaries.

Wayne, PA 19087Fiduciary advisor
Call the officeDirections

At a glance

Experience1 years (since 2025)
How that compares ?1 years in the industry
Office724 W Lancaster Ave, Wayne, PA 19087
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state

Services through Merrill

Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. Sep 2025 – now
    MerrillCurrent firm

Questions to ask Ava

Tailored to Ava’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Ava

How do I contact Ava?

Call Ava’s local office at (610) 687-7950 or the Merrill main office at (800) 637-7455, and ask for Ava Stone.

How long has Ava been a financial advisor?

Ava has been in the industry since 2025, about 1 years. 1 years in the industry.

What licenses does Ava hold?

Series 66. Tap any license on this page to see what it allows.

Is Ava a fiduciary?

Ava is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ava paid?

Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Ava for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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