AdvisorOS Directory
Claim Profile
JB

John Michael Burke

STONE HOUSE INVESTMENT MANAGEMENT, LLC·TUNKHANNOCK, Pennsylvania
Unclaimed Profile
80 WEST TIOGA STREET, TUNKHANNOCK, PA 18657CRD# 5500374Firm CRD# 139410
01

About

John Michael Burke is a registered financial advisor based in TUNKHANNOCK, Pennsylvania, affiliated with STONE HOUSE INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
STONE HOUSE INVESTMENT MANAGEMENT, LLC
STONE HOUSE INVESTMENT MANAGEMENT, LLC
AUM
$545M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at STONE HOUSE INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 5500374
Firm CRD# 139410
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in TUNKHANNOCK?

Browse all registered financial advisors in TUNKHANNOCK, Pennsylvania or claim this profile if it's yours.

Browse TUNKHANNOCK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does John Michael Burke offer?
John Michael Burke specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TUNKHANNOCK, Pennsylvania for a consultation.
What are John Michael Burke's credentials?
John Michael Burke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Michael Burke located?
John Michael Burke is based in TUNKHANNOCK, Pennsylvania, working with STONE HOUSE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the TUNKHANNOCK metropolitan area and surrounding communities.
How does John Michael Burke charge for services?
John Michael Burke's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STONE HOUSE INVESTMENT MANAGEMENT, LLC?
STONE HOUSE INVESTMENT MANAGEMENT, LLC has approximately 17 employees and manages $545M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in TUNKHANNOCK
Raymond Scott Stone — STONE HOUSE INVESTMENT MANAGEMENT, LLCRobert Jeffrey Brown — STONE HOUSE INVESTMENT MANAGEMENT, LLCKirk Atwood Lunger — STONE HOUSE INVESTMENT MANAGEMENT, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile