Stone House Investment Management, LLC
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About this Advisor
Robert Brown is a certified financial planner operating in Tunkhannock, Pennsylvania with 17 years of relevant experience. Brown currently works for Stone House Investment Management, LLC. Over the course of their career, they have held roles at Stone House Investment Management, LLC, Stone Health Innovations, LLC and Rjb Solutions, LLC. Brown has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Stone House Investment Management, LLC is a financial advisory firm based in Tunkhannock, PA. The firm has a total of 13 employees. It controls $402 million in assets under management across its 1,748 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm serves four charitable organizations. Of its 1,748 customer accounts, 17% belong to high-net-worth investors who have more than $1 million in investable assets. The firm 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 charged by financial advisors vary depending on which services are offered. Fees charged by Stone House Investment Management, LLC most likely are comprised 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
Robert Brown Work History
Robert has been registered as a financial advisor for 17 years.*
Rjb Solutions, 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 Robert Brown 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.
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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.