Robert Stetson, financial advisor Newtown Square PA

Robert Stetson

CRD Number: 1216534
Current Firm: Pathstone

Robert Stetson (CRD# 1216534) is an Investment Advisor Representative working at Pathstone in Newtown Square, PA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Pathstone Newtown Square, PA Sep 2023 - Current < 1
Veritable, LP Newtown Square, PA Apr 2004 - Sep 2023 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Mar 2004
Contact Info for Robert K. Stetson
Phone Number: 201-944-7284
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    24,836
    MILLIONS
  • Total Number of Accounts
    18,943
    ACCOUNTS
  • Average Account Value
    $1,311,084
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, LA, MA, MD, ME, MI, MS, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

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