GD
Gregory Dob
KITCHING PARTNERS
Conshohocken, PA 19428
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CRD#: 7985861
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Professional summary
Gregory Dob is a registered financial advisor currently at KITCHING PARTNERS, LLC located in Conshohocken, Pennsylvania.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Gregory has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Dob's 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®
NoneExperience
Current
October 10, 2024 - Present
KITCHING PARTNERS, LLC
Office #1: 555 E North Lane Suite 5045, Conshohocken, PA 19428RIA
CRD#: 325042
Conshohocken, PA
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".
KP
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(10/10/2024)
Exams
Current Firm
KP
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)Upgrade to AdvisorCheck Premium
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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
18
SEC notice filing (1 States and Territories)
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 | ||
| 01/16/2025 | ||
| 05/14/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
