Larry Alderson has been an investment adviser representative at Stone House Investment Management since September 2023, 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.
Larry Alderson is Senior Advisor of Stone House Investment Management. He obtained his first financial-oriented license in 1994 and worked as a trust officer. For 24 years he led various teams of financial delivery professionals in a local bank's wealth management division.
Larry Alderson’s longest registration was 9 years at Cetera Investment Advisers LLC (2014–2023). Before joining Stone House Investment Management in 2023, Larry Alderson was registered through LPL Financial LLC and Cetera Investment Advisers LLC.
- – present · 3 yearsTunkhannock, PA · Adviser representative · Firm CRD 139410
- LPL Financial LLC– · under a yearSayre, PA · Adviser representative · Firm CRD 6413
- Cetera Investment Advisers LLC– · 9 yearsSayre, PA · Adviser representative · Firm CRD 105644
- Cetera Investment Services LLC– · 2 yearsSayre, PA · Adviser representative · Firm CRD 15340
- Uvest Financial Services Group, Inc.– · 8 yearsSayre, PA · Adviser representative · Firm CRD 13787
Professional designations
Listed by Stone House Investment Management
- Certified Trust and Financial Advisor (CTFA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Larry Alderson is registered as an investment adviser representative in Pennsylvania, since September 2023.
- PennsylvaniaSince 20 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 9 February 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 August 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 5 August 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Larry David Alderson
- CRD
- 2924528
- Firm
- Stone House Investment Management · CRD 139410
- Office
- 80 WEST TIOGA STREET, Tunkhannock, PA 18657
- Registration
- Investment adviser registration
- In the industry since
- February 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stonehouseinv.com
Where does Larry Alderson work?
Larry Alderson is an investment adviser representative registered through Stone House Investment Management, LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Larry Alderson a financial advisor?
Yes. Larry Alderson has a current investment-adviser registration in Pennsylvania, through Stone House Investment Management since September 2023.
How many years of experience does Larry Alderson have?
Larry Alderson has 28 years in the financial industry, since February 1998, across 5 adviser firms.
What exams has Larry Alderson passed?
Larry Alderson has passed 3 licensing exams: the Series 63, Series 6 and Series 7. The earliest, the Series 63, was passed in August 1997. FINRA credited Larry Alderson with the SIE, which began in October 2018.
Where did Larry Alderson work before Stone House Investment Management?
Before Stone House Investment Management, Larry Alderson was registered through Cetera Investment Advisers LLC, January 2014 to March 2023; Cetera Investment Services LLC, October 2011 to January 2014; Uvest Financial Services Group, Inc., March 2003 to October 2011.
Where is Larry Alderson based?
Larry Alderson’s registered office is in Tunkhannock, PA.
Is Larry Alderson registered with FINRA?
No. Larry Alderson has no current broker registration.
Is Larry Alderson a CFP?
Stone House Investment Management lists Larry Alderson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Larry Alderson’s record?
Search CRD 2924528 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Larry Alderson’s full registration record.
