Raymond Stone has been Managing Member of Stone House Investment Management since April 2007, is a control person of the firm and directly owns between 25% and 50% of it.
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.
Raymond "Scott" Stone is Co-founder & Managing Partner of Stone House Investment Management. He handles much of the firm's operations and regulatory compliance, from technology to policies and procedures. He also advises a select group of clients and is part of the investment management committee.
Raymond Stone’s longest registration is the current one, 20 years at Stone House Investment Management since 2006. Before joining Stone House Investment Management in 2006, Raymond Stone was registered through Robert J. Brown, CFP and Pan-American Investment Advisers, Inc.
- – present · 20 yearsTunkhannock, PA · Adviser representative · Firm CRD 139410
- Robert J. Brown, CFP– · 1 yearMontrose, PA · Adviser representative · Firm CRD 132229
- Pan-American Investment Advisers, Inc.– · 1 yearMontrose, PA · Adviser representative · Firm CRD 111107
Investment adviser representative registrations
Raymond Stone is registered as an investment adviser representative in Pennsylvania, since February 2006.
- PennsylvaniaSince 27 February 2006
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 31 March 2003 |
| Series 7 | General Securities Representative Examination | 5 March 2003 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Raymond Scott Stone
- CRD
- 4630679
- Firm
- Stone House Investment Management · CRD 139410
- Role
- Managing Member
- Office
- 80 WEST TIOGA STREET, Tunkhannock, PA 18657
- Registration
- Investment adviser registration
- In the industry since
- October 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stonehouseinv.com
Where does Raymond Stone work?
Raymond Stone has been Managing Member of Stone House Investment Management, LLC since April 2007, and is a control person of the firm.
Is Raymond Stone a financial advisor?
Yes. Raymond Stone has a current investment-adviser registration in Pennsylvania, through Stone House Investment Management since February 2006.
How many years of experience does Raymond Stone have?
Raymond Stone has 23 years in the financial industry, since October 2003, across 3 adviser firms.
What exams has Raymond Stone passed?
Raymond Stone has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2003.
Where did Raymond Stone work before Stone House Investment Management?
Before Stone House Investment Management, Raymond Stone was registered through Robert J. Brown, CFP, October 2004 to February 2006; Pan-American Investment Advisers, Inc., October 2003 to December 2004.
Where is Raymond Stone based?
Raymond Stone’s registered office is in Tunkhannock, PA.
Is Raymond Stone registered with FINRA?
No. Raymond Stone has no current broker registration.
How can I verify Raymond Stone’s record?
Search CRD 4630679 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Raymond Stone’s full registration record.
- Candice LightfootChief
Kirk LungerPartner
Robert BrownManaging Member
John BurkeManaging Member