Christine
Slusark

Stone House Investment Management, LLC

CRD#3183178
Investment Advisor
in Tunkhannock, PA

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About this Advisor

Christine Slusark is a financial advisor operating in Tunkhannock, Pennsylvania with a total of 13 years of industry experience. Slusark is an advisor for Stone House Investment Management, LLC. They have been employed by Stone House Investment Management, Llc for their whole career. Slusark maintains a Series 63 license, certifying them as a securities agent, and is able to work in Pennsylvania. Stone House Investment Management, LLC is an advisory business that has its headquarters in Tunkhannock, PA. The firm has a total of 13 employees. It administers $402 million in assets under management between its 1,748 customer accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm provides financial advisory services to four charitable organizations. Of its 1,748 customer accounts, 17% belong to high-net-worth individuals who have more than $1 million in assets. The business offers a number 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. Fees for financial advisory services are based on which service is provided. However, fees billed by Stone House Investment Management, LLC can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

13 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

Christine Slusark Work History

Christine has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Stone House Investment Management, LLC

*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 Christine Slusark 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
Kirk Lunger
Tunkhannock, PA
Christine Slusark
Tunkhannock, PA
Barbara Grimaud
Tunkhannock, PA
Ryan Vassil
Tunkhannock, PA
Michael Cravath
Tunkhannock, PA
John Burke
Tunkhannock, PA
Robert Brown
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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