Robert Brown 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.
Robert J. Brown is Co-founder & Managing Partner of Stone House Investment Management. He began his career with a large financial services company, where he was educated in fundamental financial planning concepts, and later worked for several years through a broker/dealer. He has helped clients plan for their goals and establish appropriate allocations within their portfolios.
Robert Brown’s longest registration is the current one, 20 years at Stone House Investment Management since 2006. Before joining Stone House Investment Management in 2006, Robert Brown was registered through Pan-American Investment Advisers, Inc.
- – present · 20 yearsTunkhannock, PA · Adviser representative · Firm CRD 139410
- Pan-American Investment Advisers, Inc.– · under a yearMontrose, PA · Adviser representative · Firm CRD 111107
Professional designations
Listed by Stone House Investment Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Robert Brown is registered as an investment adviser representative in Pennsylvania, since February 2006.
- PennsylvaniaSince 27 February 2006
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 19 July 1999 |
| Series 65 | Uniform Investment Adviser Law Examination | 24 May 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 April 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 March 1998 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert Jeffrey Brown
- CRD
- 3030735
- 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
- June 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stonehouseinv.com
Where does Robert Brown work?
Robert Brown has been Managing Member of Stone House Investment Management, LLC since April 2007, and is a control person of the firm.
Is Robert Brown a financial advisor?
Yes. Robert Brown has a current investment-adviser registration in Pennsylvania, through Stone House Investment Management since February 2006.
How many years of experience does Robert Brown have?
Robert Brown has 21 years in the financial industry, since June 2005, across 2 adviser firms.
What exams has Robert Brown passed?
Robert Brown has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in March 1998.
Where did Robert Brown work before Stone House Investment Management?
Before Stone House Investment Management, Robert Brown was registered through Pan-American Investment Advisers, Inc., April 2004 to December 2004.
Where is Robert Brown based?
Robert Brown’s registered office is in Tunkhannock, PA.
Is Robert Brown registered with FINRA?
No. Robert Brown has no current broker registration.
Is Robert Brown a CFP?
Stone House Investment Management lists Robert Brown with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Robert J. Brown, CFP® CEPA® biography, stonehouseinv.com
How can I verify Robert Brown’s record?
Search CRD 3030735 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Brown’s full registration record.
- Candice LightfootChief
Kirk LungerPartner
Raymond StoneManaging Member
John BurkeManaging Member