Kathryn
Johnston

Stone House Investment Management, LLC

CRD#7305337
Investment Advisor
in Tunkhannock, PA

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About this Advisor

Kathryn Johnston is a financial advisor based in Tunkhannock, Pennsylvania, working with Stone House Investment Management, LLC. Kathryn has previously held positions at Equitable Advisors, Global Tungsten & Powders Corp, Superior Group Talent Resources, Inc, Meraki Company, Cetera Investment Services LLC, Citizens & Northern Bank, Cetera Investment Advisors LLC, Lpl Financial LLC, and Stone House Investment Management, LLC. Kathryn has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Kathryn is part of Stone House Investment Management, LLC, which operates out of Tunkhannock, Pennsylvania. The firm has 5 offices and 17 employees. The firm manages assets totaling $544.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Stone House Investment Management, LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

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

$544,513,722

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

17

PA Average: 41
Total Number of Accounts

2,072

PA Average: 3,342
Average Account Size

$262,796

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

Kathryn Johnston Work History

2023 - Present (1 year)

Stone House Investment Management, LLC

2023 - 2023 (< 1 year)

Lpl Financial LLC

2021 - 2023 (2 years)

Cetera Investment Services LLC

2021 - 2023 (2 years)

Citizens & Northern Bank

2021 - 2023 (2 years)

Cetera Investment Advisors LLC

2020 - 2021 (1 year)

Equitable Advisors

2020 - 2020 (< 1 year)

Meraki Company

2017 - 2020 (3 years)

Global Tungsten & Powders Corp

2016 - 2017 (1 year)

Superior Group Talent Resources, Inc

Disclosures

Please visit the SEC profile of Kathryn Johnston 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

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

The content in this profile was updated by SmartAsset on 6/19/2024. 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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