Unclaimed Profile

Robert Kevin Stetson

VERITABLE LP·NEWTOWN SQUARE, Pennsylvania

Clean recordVERITABLE LP

6022 WEST CHESTER PIKE, NEWTOWN SQUARE, PA 19073CRD# 1216534Firm CRD# 130758

Profile Verification

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

Identity

Robert Kevin Stetson · NEWTOWN SQUARE, PA

Registration

CRD #1216534 · VERITABLE LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Kevin Stetson is a registered financial advisor based in NEWTOWN SQUARE, Pennsylvania, affiliated with VERITABLE LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

VERITABLE LP

AUM

$16.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at VERITABLE LP →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1216534

Firm CRD# 130758

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Kevin Stetson offer?

Robert Kevin Stetson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWTOWN SQUARE, Pennsylvania for a consultation.

What are Robert Kevin Stetson's credentials?

Robert Kevin Stetson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Kevin Stetson located?

Robert Kevin Stetson is based in NEWTOWN SQUARE, Pennsylvania, working with VERITABLE LP. Their office serves clients in the NEWTOWN SQUARE metropolitan area and surrounding communities.

How does Robert Kevin Stetson charge for services?

Robert Kevin Stetson'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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