Katelyn Martin has been an investment adviser representative at Stone House Investment Management since October 2026, and is not listed among the firm’s executive officers or direct owners.
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.
- – present · under a yearTunkhannock, PA · Adviser representative · Firm CRD 139410
Investment adviser representative registrations
Katelyn Martin is registered as an investment adviser representative in Pennsylvania, since October 2026.
- PennsylvaniaSince 2 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 October 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Katelyn Marie Martin
- CRD
- 8330177
- Firm
- Stone House Investment Management · CRD 139410
- Office
- 80 WEST TIOGA STREET, Tunkhannock, PA 18657
- Registration
- Investment adviser registration
- In the industry since
- October 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Katelyn Martin work?
Katelyn Martin is an investment adviser representative registered through Stone House Investment Management, LLC since October 2026, and is not listed among the firm’s executive officers or direct owners.
Is Katelyn Martin a financial advisor?
Yes. Katelyn Martin has a current investment-adviser registration in Pennsylvania, through Stone House Investment Management since October 2026.
How many years of experience does Katelyn Martin have?
Katelyn Martin has 0 years in the financial industry, since October 2026, across 1 adviser firm.
What exams has Katelyn Martin passed?
Katelyn Martin passed the Series 65 in October 2026.
Where is Katelyn Martin based?
Katelyn Martin’s registered office is in Tunkhannock, PA.
Is Katelyn Martin registered with FINRA?
No. Katelyn Martin has no current broker registration.
How can I verify Katelyn Martin’s record?
Search CRD 8330177 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Katelyn Martin’s full registration record.
