Managing Member · Stone House Investment Management, LLC
Raymond S. Stone
CRD 4630679 · Named on Form ADV at one SEC-registered adviser
At a glance
Stone House Investment Management, LLC, an SEC-registered wealth manager based in Tunkhannock, PA with $842 million in regulatory assets, lists Raymond S. Stone on its Form ADV as Managing Member, a control person.
Firms and roles
- Stone House Investment Management, LLCManaging MemberWealth manager · Tunkhannock, PA · $842M in regulatory assets
AtlasMembers
Raymond’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Candice A. LightfootChief Compliance Officer, Stone House Investment Management, LLC
- Robert J. BrownManaging Member, Stone House Investment Management, LLC
- John M. BurkeManaging Member, Stone House Investment Management, LLC
- Kirk A. LungerPartner, Stone House Investment Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Raymond’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.