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Stephen Richard Kitching

Kitching Partners, LLC

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About Stephen Richard Kitching

Stephen Richard Kitching is an Investment Advisor Representative associated with Kitching Partners, LLC. Stephen has been in the industry since 1992 and is licensed in Pennsylvania. Stephen has experience with high-net-worth individuals and individuals other than high-net-worth. The firm provides financial planning and portfolio management for individuals and businesses.

Firm Information

Stephen Kitching is currently registered with Kitching Partners, LLC. Kitching Partners, LLC is an investment advisor registered with the SEC and located in Conshohocken, PA. The firm manages approximately $477,563,232 in assets for 164 clients, primarily high-net-worth individuals and individuals other than high-net-worth. Kitching Partners, LLC offers financial planning and portfolio management services for individuals and businesses.
Kitching Partners, LLC

555 E NORTH LANE

CONSHOHOCKEN, PA 19428

$477.56M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephen Kitching’s Registration & Firm History

PA

03/19/2023 - Present

Kitching Partners, LLC (CONSHOHOCKEN PA)

NJ

10/01/2008 - 08/18/2009

SLOAN SECURITIES CORP. (ENGLEWOOD CLIFFS NJ)

PA

05/26/2005 - 06/26/2006

SECURITIES SERVICE NETWORK, INC. (BRYN MAWR PA)

IN

06/01/1998 - 06/02/2005

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

PA

03/13/1995 - 06/01/1998

CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)

NJ

10/06/1992 - 02/15/1995

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NY

12/13/1991 - 11/30/1992

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/13/2008

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/31/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/17/1999

Series 7 - General Securities Representative Examination

BC

Issued 12/12/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Richard Kitching.
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