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.
At a glance
Services through Merrill
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.
Career
- Sep 2025 – nowMerrillCurrent firm
Contact Ava
Local office(610) 687-7950Ask for Ava. (800) 637-7455Main office · New York, NY 724 W Lancaster AveWayne, PA 19087Office · Get directions
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Questions to ask Ava
Tailored to Ava’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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.