Barbara
Grimaud

Stone House Investment Management, LLC

CRD#6947470
Investment Advisor
in Tunkhannock, PA

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About this Advisor

Barbara Grimaud is a financial advisor working out of Tunkhannock, Pennsylvania who has 5 years of relevant experience. Grimaud is currently employed by Stone House Investment Management, LLC. Their career trajectory has included roles at U.S. Federal Court Of The Middle District Of Pennsylvania, Stone House Investment Management, LLC and Widener University School Of Law. Grimaud holds a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Pennsylvania and Texas. Stone House Investment Management, LLC is a financial advisory company that has its headquarters in Tunkhannock, PA. It has a total of 13 advisors. It manages $402 million in assets under management across its 1,748 client accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm provides financial advisory services to four charities and foundations. Of its 1,748 accounts, 17% are associated with high-net-worth clients who have greater than $1 million in assets. Stone House Investment Management, LLC has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees are based on which services are provided. Fee types charged by Stone House Investment Management, LLC may include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

80 West Tioga Street
Tunkhannock, PA 18657

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Stone House Investment Management, LLC Brokerage Details

Total Assets Under Management

$401,506,483

PA Average: $15,833,994,310
Total Number of Employees

13

PA Average: 41
Total Number of Accounts

1,748

PA Average: 3,342
Average Account Size

$229,695

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Barbara Grimaud Work History

Barbara has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Stone House Investment Management, LLC

2013 - 2017 (4 years)

U.S. Federal Court Of The Middle District Of Pennsylvania

2010 - 2013 (3 years)

Widener University School Of Law

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Barbara Grimaud to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stone House Investment Management, LLC

Benjamin Robinson
Tunkhannock, PA
Christine Slusark
Tunkhannock, PA
Kirk Lunger
Tunkhannock, PA
Barbara Grimaud
Tunkhannock, PA
Ryan Vassil
Tunkhannock, PA
Raymond Stone
Tunkhannock, PA
Robert Brown
Tunkhannock, PA
Chad Taake
Tunkhannock, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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