Todd Fisher Monahan
Investment adviser representative at Stone House Investment Management, LLC
12 yearsExperience
1 stateRegistered in
$841.7MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Stone House Investment Management, LLCJun 2024 to now
- The Arc of NepaJun 2022 to Aug 2024
- University of ScrantonSep 2021 to Jul 2024
- Cadden Brothers DistributerJun 2021 to Aug 2021
- Riverside School DistrictAug 2014 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
Stone House Investment Management, LLC
$841.7MAssets managed
1,171Clients
19Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7967046
- Firm CRD
- 139410