Stone House Investment Management, LLC
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About this Advisor
Raymond Stone is a financial advisor who works out of Tunkhannock, Pennsylvania with 17 years of relevant experience. Stone is an advisor for Stone House Investment Management, LLC. Their career trajectory has included roles at Stone House Investment Management, LLC, Stone Health Innovations, LLC and Scenic Acres, LLC. Stone has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania. Stone House Investment Management, LLC is an advisory company based in Tunkhannock, PA. The firm has a total of 13 financial advisors. It manages $402 million in assets between its 1,748 client accounts, making it one of the bigger firms in the United States by assets under management. The firm serves four charities and foundations. Of its 1,748 client accounts, 17% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Stone House Investment Management, LLC provides 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. Fees for financial management depend on the financial services. Fees charged by Stone House Investment Management, LLC likely consist of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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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
Raymond Stone Work History
Raymond has been registered as a financial advisor for 17 years.*
Scenic Acres, LLC
Stone House Investment Management, LLC
Stone Health Innovations, 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.
Please visit the SEC profile of Raymond Stone 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
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