Unclaimed Profile

Michael Aaron Stolper

VERITABLE LP·NEWTOWN SQUARE, Pennsylvania

Series 3, Series 7, Series 63, Series 65Clean record22 years registeredVERITABLE LP

6022 WEST CHESTER PIKE, NEWTOWN SQUARE, PA 19073CRD# 855175Firm CRD# 130758

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Aaron Stolper · NEWTOWN SQUARE, PA

Registration

CRD #855175 · VERITABLE LP · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VERITABLE LP

PATHSTONE

Nov 2023 – Jul 2026

NEWTOWN SQUARE, PA

VERITABLE LP

Mar 2004 – Sep 2023

EDGEMONT, PA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · March 19, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VERITABLE LP

CRD 130758 · SEC 801-62911

AUM

$16.5B

Regulatory assets under management

Employees

3,674 client accounts

Services offered by VERITABLE LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at VERITABLE LP →

Introduction

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Frequently Asked Questions

What services does Michael Aaron Stolper offer?

Michael Aaron Stolper specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Michael Aaron Stolper's credentials?

Michael Aaron Stolper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Aaron Stolper located?

Michael Aaron Stolper is based in NEWTOWN SQUARE, Pennsylvania, last registered with VERITABLE LP.

How does Michael Aaron Stolper charge for services?

Michael Aaron Stolper's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERITABLE LP?

VERITABLE LP has approximately 88 employees and manages $16.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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