John
Burke

Stone House Investment Management, LLC

CRD#5500374
Investment Advisor
in Tunkhannock, PA

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About this Advisor

John Burke is a financial advisor based out of Tunkhannock, Pennsylvania, with 15 years of relevant experience. Burke currently works for Stone House Investment Management, LLC. Throughout their career, Burke has worked at Stone House Investment Management, LLC and Burke Enterprises, LLC. Burke has a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in Pennsylvania and Texas. Stone House Investment Management, LLC is a financial advisory business headquartered in Tunkhannock, PA. The firm has a total of 13 people on staff. It controls $402 million in total assets between its 1,748 accounts, placing it among the bigger firms in the United States by assets under management. The firm provides financial advice to four charities and foundations. Of its 1,748 client accounts, 17% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company has a diverse set 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 fees usually depend on which services the firm provides the client. However, fees billed by Stone House Investment Management, LLC likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65

Years Registered*

15 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

John Burke Work History

John has been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

Stone House Investment Management, LLC

2008 - Present (16 years)

Burke Enterprises, 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 John Burke 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
Barbara Grimaud
Tunkhannock, PA
Ryan Vassil
Tunkhannock, PA
Christine Slusark
Tunkhannock, PA
Kirk Lunger
Tunkhannock, PA
Chad Taake
Tunkhannock, PA
Robert Brown
Tunkhannock, PA
John Burke
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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