Larry David Alderson

Employer firm

Stone House Investment Management, LLC CRD 139410

$842M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1999 → 09/2023
  C&N Bank
  Sayre, PA
• 10/2011 → 03/2023
  Cetera Investment Services Llc
  St. Cloud, MN
• 01/2014 → 03/2023
  Cetera Investment Advisers Llc
  Sayre, PA
• 03/2023 → 09/2023
  Lpl Financial Llc
  Sayre, PA
• 09/2023 → Present
  Stone House Investment Management Llc
  Tunkhannock, PA

Previous Registrations

• 2023-03-01 → 2023-10-02
  Lpl Financial Llc
  Sayre, PA
  San Diego, CA
  Laporte, PA
  Sayre, PA
  Dushore, PA
• 2014-01-21 → 2023-03-01
  Cetera Investment Advisers Llc
  Sayre, PA
• 2011-10-04 → 2014-01-21
  Cetera Investment Services Llc
  Sayre, PA
• 2003-03-21 → 2011-10-07
  Uvest Financial Services Group, Inc.
  Towanda, PA
  Athens, PA
  Dushore, PA
  Wysox, PA
  Laporte, PA
  Wellsboro, PA
  Sayre, PA
  Wellsboro, PA

Other Businesses

1) Investment Committee for the Community Foundation for the Twin Tiers (Unpaid: 1 hr month)

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-08-05

Designations

• Certified Financial Planner

Other Names

• Larry David Alderson