KEYSTONE CAPITAL MARKETS

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
IRVINE, California
CRD number
288767
Registered since
August 28, 2017

Firm profile

FINTRX

Overview

Keystone Capital Markets is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm registered with the SEC in 2017 and is owned at the domestic/individual level rather than being part of a larger corporate parent. FINTRX's profile indicates Keystone does not act as a capital allocator, is not positioned as an active ESG investor, and is not flagged as a multi-state adviser, pension consultant, or related adviser. The available record contains no detail on client segments, fee models, advisory services, or specific business activities. That absence of operational detail in the profile limits what can be said about how Keystone sources mandates, structures client relationships, or deploys capital.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 12
  • WYATT CHAFFIN

    AssociateCRD 6390477

  • DAVID LUVISA

    Managing DirectorCRD 1643896

  • STUART MOSS

    Managing DirectorCRD 6305981

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

IRVINE, CA

ORANGE

Location

IRVINE, CA

Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
20 Pacifica
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth