Zachary Nicholas Polovitch
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 2025 to now
- Stone House Invesment Management, LLCJun 2025 to now
- Fidelity BankMay 2024 to Jan 2025
- Peoples Security Bank & Trust CompanyMay 2023 to Aug 2023
- Dick's Sporting GoodsJul 2022 to Jan 2023
- Susquehanna UniversitySep 2020 to May 2025
- Weis MarketsJun 2018 to Aug 2020
- Mountainview High SchoolSep 2014 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8109377
- Firm CRD
- 139410