AdvisorOS Directory
Claim Profile
RS

Robert Kevin Stetson

VERITABLE LP·NEWTOWN SQUARE, Pennsylvania
Unclaimed Profile
6022 WEST CHESTER PIKE, NEWTOWN SQUARE, PA 19073CRD# 1216534Firm CRD# 130758
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
VERITABLE LP
VERITABLE LP
AUM
$16.5B
Regulatory assets under management
Employees
88
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1216534
Firm CRD# 130758
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWTOWN SQUARE?

Browse all registered financial advisors in NEWTOWN SQUARE, Pennsylvania or claim this profile if it's yours.

Browse NEWTOWN SQUARE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEWTOWN SQUARE
Paul Flick Strid — STRID GROUP, LLCSteven Conway Graham — GRAHAM PARTNERS, INC.Dana Haines Stewardson — LOGAN CAPITAL MANAGEMENT, INC.Al Besse — LOGAN CAPITAL MANAGEMENT, INC.Erik Ortlieb Strid — STRID GROUP, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile