Barbara Grimaud has been an investment adviser representative at Stone House Investment Management since May 2018, and is not listed among the firm’s executive officers or direct owners. Barbara Grimaud studied at U.S. Naval Academy and Widener University School of Law.
Stone House Investment Management, LLC is a Tunkhannock, PA firm with $842M under management, 1,171 clients and 17 advisers across 6 offices, as of its July 2026 filing.
Barbara Grimaud is Senior Advisor of Stone House Investment Management. She joined the firm in 2018. Earlier, she served five years as a Supply Officer in the U.S. Navy, was licensed to practice law in Pennsylvania in 2013 and clerked for a federal district judge for three years.
- – present · 8 yearsTunkhannock, PA · Adviser representative · Firm CRD 139410
Investment adviser representative registrations
Barbara Grimaud is registered as an investment adviser representative in 2 states. The first approvals date from May 2018; the most recent is Texas, in April 2019.
- PennsylvaniaSince 18 May 2018
- TexasSince 16 April 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 May 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Barbara Reba Grimaud
- CRD
- 6947470
- Firm
- Stone House Investment Management · CRD 139410
- Office
- 80 WEST TIOGA STREET, Tunkhannock, PA 18657
- Registration
- Investment adviser registration
- In the industry since
- May 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stonehouseinv.com
Where does Barbara Grimaud work?
Barbara Grimaud is an investment adviser representative registered through Stone House Investment Management, LLC since May 2018, and is not listed among the firm’s executive officers or direct owners.
Is Barbara Grimaud a financial advisor?
Yes. Barbara Grimaud has a current investment-adviser registration in Pennsylvania and Texas, through Stone House Investment Management since May 2018.
How many years of experience does Barbara Grimaud have?
Barbara Grimaud has 8 years in the financial industry, since May 2018, across 1 adviser firm.
What exams has Barbara Grimaud passed?
Barbara Grimaud passed the Series 65 in May 2018.
Where is Barbara Grimaud based?
Barbara Grimaud’s registered office is in Tunkhannock, PA.
Is Barbara Grimaud registered with FINRA?
No. Barbara Grimaud has no current broker registration.
How can I verify Barbara Grimaud’s record?
Search CRD 6947470 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Barbara Grimaud’s full registration record.
