Raymond Stone, financial advisor Tunkhannock PA

Raymond Stone

CRD Number: 4630679
Current Firm: Stone House Investment Management, LLC

Raymond Stone (CRD# 4630679) is an Investment Advisor Representative working at Stone House Investment Management, LLC in Tunkhannock, PA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Scenic Acres, LLC Tunkhannock, PA Jan 2015 - Current 9
Stone House Investment Management, LLC Montrose, PA Sep 2008 - Current 15
Stone Health Innovations, LLC Harwinton, CT May 2015 - Mar 2020 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2003
Contact Info for Raymond S. Stone
Phone Number: (570) 836-7020
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    545
    MILLIONS
  • Total Number of Accounts
    2,072
    ACCOUNTS
  • Average Account Value
    $262,796
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CO, DE, FL, MD, MO, NC, NY, OH, PA, TX, WV

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