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Robert Jeffrey Brown

STONE HOUSE INVESTMENT MANAGEMENT, LLC·TUNKHANNOCK, Pennsylvania
Series 6, Series 7, Series 63, Series 65Clean record22 years registeredSTONE 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 · 22 years registered
Brand Profile
Not yet started
01

Career History

STONE HOUSE INVESTMENT MANAGEMENT, LLC
Feb 2006 – present
PAN-AMERICAN INVESTMENT ADVISERS, INC.
Apr 2004 – Dec 2004
MONTROSE, PA
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · April 7, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STONE HOUSE INVESTMENT MANAGEMENT, LLC
CRD 139410 · SEC 801-106971
AUM
$545M
Regulatory assets under management
Employees
17
2,072 client accounts
Services offered by STONE HOUSE INVESTMENT MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
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Introduction

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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

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