Stephen R. Kitching

KITCHING PARTNERS

Conshohocken, PA 19428

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CRD#: 2192714

Professional summary

Stephen Richard Kitching is a registered financial advisor currently at KITCHING PARTNERS, LLC located in Conshohocken, Pennsylvania.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Stephen has worked at 12 firms and has passed the Series 63, Series 65, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Richard Kitching's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 19, 2023 - Present

KITCHING PARTNERS, LLC

Office #1: 555 E North Lane Suite 5045, Conshohocken, PA 19428

RIA

CRD#: 325042

Conshohocken, PA

Past

May 25, 2017 - April 11, 2023

FOREFRONT ANALYTICS, LLC

RIA

CRD#: 153016

W. CONSHOHOCKEN, PA

Past

September 3, 2010 - December 31, 2023

GKFO, LLC

RIA

CRD#: 151138

W. CONSHOHOCKEN, PA

Past

March 3, 2009 - July 29, 2009

PRESIDIUM ADVISORS

RIA

CRD#: 120591

CHERRY HILL, NJ

Past

October 1, 2008 - August 18, 2009

SLOAN SECURITIES CORP.

CRD#: 17930

ENGLEWOOD CLIFFS, NJ

Past

April 25, 2007 - April 18, 2008

GUGGENHEIM INVESTMENT ADVISORS, LLC

RIA

CRD#: 108263

KING OF PRUSSIA, PA

Past

August 4, 2005 - June 26, 2006

SSN ADVISORY, INC.

RIA

CRD#: 126090

BRYN MAWR, PA

Past

May 26, 2005 - June 26, 2006

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

BRYN MAWR, PA

Past

June 1, 1998 - June 2, 2005

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

March 13, 1995 - June 1, 1998

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

October 6, 1992 - February 15, 1995

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

December 13, 1991 - November 30, 1992

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KITCHING PARTNERS, LLC

COMMODORE PLANNING, LLC | KITCHING, LLC | KITCHING PARTNERS, LLC

CRD#: 325042 / SEC#: 801-127433

RIA

Registered Investment Advisory firm - (7/7/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(3/19/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/13/2008

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/31/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 3/17/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/12/1991

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KITCHING PARTNERS, LLC

COMMODORE PLANNING, LLC | KITCHING, LLC | KITCHING PARTNERS, LLC

CRD#: 325042 / SEC#: 801-127433

RIA

Registered Investment Advisory firm - (7/7/2023 Approved)

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Contact information

Main Address

555 E North Lane Suite 5045, Conshohocken, PA 19428

Mailing Address

Phone number

(267) 209-0830

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 KITCHING PARTNERS FORM ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	171
AUM (Assets Under Management)	$ 538,602,628

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/11/2025	Cover Page	Report
01/16/2025	Cover Page	Report
05/14/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Stephen R. Kitching

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Richard Kitching's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOREFRONT ANALYTICS, LLC

GKFO, LLC

PRESIDIUM ADVISORS

SLOAN SECURITIES CORP.

GUGGENHEIM INVESTMENT ADVISORS, LLC

SSN ADVISORY, INC.

SECURITIES SERVICE NETWORK, LLC

OSAIC FA, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

PRUCO SECURITIES, LLC.

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

KITCHING PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/13/2008

Series 65

Date: 3/31/1999

Series 7

Date: 3/17/1999

Series 6

Date: 12/12/1991

Current Firm

KITCHING PARTNERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KITCHING PARTNERS, LLC

TRUST BUT VERIFY

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