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Thomas Elliot Stone

Mercer Global Advisors Inc.

Colleyville, TX

Denver, CO

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Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-09
  • TX RA
    APPROVED
    Since 2026-02-09

Branch Locations

26 Main Street, Colleyville, TX 76034 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Medford OR 04/2016 07/2022
Morgan Stanley Private Bank, N.A. New York NY 06/2016 07/2022
Box Financial Advisors Grapevine TX 08/2022 01/2026
Box Insurance Agency, Inc. Grapevine TX 12/2022 07/2023
Mercer Global Advisors Inc. Colleyville TX 02/2026 Present
  • 04/2016 → 07/2022
    Morgan Stanley
    Medford, OR
  • 06/2016 → 07/2022
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 08/2022 → 01/2026
    Box Financial Advisors
    Grapevine, TX
  • 12/2022 → 07/2023
    Box Insurance Agency, Inc.
    Grapevine, TX
  • 02/2026 → Present
    Mercer Global Advisors Inc.
    Colleyville, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-24
  • S66 Uniform Combined State Law Examination
    2016-06-24
Designations
Other Names
  • Elliot Stone

View on SEC IAPD

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Other Investors

JEFFREY ADAM GRANGER
AUSTIN TYLER GANSKY
Kelci McGinnis
William M Nous
MATTHEW WALLACE
Jeffrey Jay Sanders
Kristin Elaine Chevalier
TYLER D LITTLE

Other Offices

J.P. MORGAN SECURITIES LLC · COLLEYVILLE, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLLEYVILLE, TX
PNC WEALTH MANAGEMENT LLC · COLLEYVILLE, TX
EDWARD JONES · COLLEYVILLE, TX
LPL FINANCIAL LLC · COLLEYVILLE, TX
LPL FINANCIAL LLC · EULESS, TX
JASI FINANCIAL, INC. · GRAPEVINE, TX
ASCENT CAPITAL PARTNERS, LLC · Grapevine, TX

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