Stone House Investment Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Benjamin Robinson is a financial advisor working out of Tunkhannock, Pennsylvania who has 3 years of relevant experience. Robinson is an advisor for Stone House Investment Management, LLC. The advisor has gained experience at Hardings Landscaping, Sage Resources, Montage Mountain Resorts, Thirty Three Inc, Stone House Investment Management, LLC, Unemployed/Sponsored Athlete, Lock Haven University and Nike. Robinson holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Pennsylvania. Stone House Investment Management, LLC is a registered investment firm that has its headquarters in Tunkhannock, PA. The investment advisory business has a total of 13 advisors. It manages $402 million in assets across its 1,748 client accounts, making it one of the bigger firms in the United States by assets under management. The firm advises four charitable organizations. Of its 1,748 client accounts, 17% are held by high-net-worth clients who have greater than $1 million in assets. Stone House Investment Management, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules largely vary depending on which services are offered. However, fees charged by Stone House Investment Management, LLC most likely consist of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Stone House Investment Management, LLC Brokerage Details
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
Benjamin Robinson Work History
Benjamin has been registered as a financial advisor for 3 years.*
Stone House Investment Management, LLC
Montage Mountain Resorts
Thirty Three Inc
Lock Haven University
*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.
Please visit the SEC profile of Benjamin Robinson 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
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 email@example.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.