Unclaimed Profile

Robert Kevin Stetson

VERITABLE LP·NEWTOWN SQUARE, Pennsylvania

Series 2, Series 7, Series 22, Series 63, Series 65Clean record22 years registeredVERITABLE 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 · 22 years registered

Brand Profile

Not yet started

Career History

PATHSTONE

Sep 2023 – present

VERITABLE LP

Mar 2004 – Sep 2023

EDGEMONT, PA

Registrations & Exams

FINRA examinations passed

Series 2

Series 7

Series 22

Series 63

Series 65

Registration record

First registered · March 18, 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 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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