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Robert Jeffrey Brown

STONE HOUSE INVESTMENT MANAGEMENT, LLC·TUNKHANNOCK, Pennsylvania
Clean recordSTONE HOUSE INVESTMENT MANAGEMENT, LLC
80 WEST TIOGA STREET, TUNKHANNOCK, PA 18657CRD# 3030735Firm CRD# 139410

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Jeffrey Brown · TUNKHANNOCK, PA
Registration
CRD #3030735 · STONE HOUSE INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Jeffrey Brown 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
Introduction

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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# 3030735
Firm CRD# 139410
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Jeffrey Brown offer?
Robert Jeffrey Brown specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TUNKHANNOCK, Pennsylvania for a consultation.
What are Robert Jeffrey Brown's credentials?
Robert Jeffrey Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Jeffrey Brown located?
Robert Jeffrey Brown 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 Robert Jeffrey Brown charge for services?
Robert Jeffrey Brown'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.
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Other Advisors at STONE HOUSE INVESTMENT MANAGEMENT, LLC

John Michael Burke
TUNKHANNOCK, PA
Raymond Scott Stone
TUNKHANNOCK, PA
Kirk Atwood Lunger
TUNKHANNOCK, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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