Kurtis Royce Medeiros
Investment adviser representative at Stone House Investment Management, LLC
17 yearsExperience
2 statesRegistered 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
17 years in the industry.
- Stone House Investment Management, LLCOct 2025 to now
- Abbington Financial GroupFeb 2025 to Oct 2025
- LPL FinancialFeb 2025 to Oct 2025
- Tunkhannock FordDec 2022 to Mar 2025
- Gibbons FordApr 2008 to Dec 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 8038825
- Firm CRD
- 139410