Keystone Capital Markets
Firm details
- Headquarters
- Irvine, California
- CRD number
- 288767
- Registered since
- August 28, 2017
- Website
- www.keystone-cap.com
Firm profile
FINTRXOverview
Keystone Capital Markets LLC is an SEC-registered firm (registered in 2017) that is classified as an investment bank rather than a traditional registered investment adviser or capital allocator. Ownership is recorded as a combination of a domestic entity and an individual. Public data for the firm does not include descriptions of its advisory or day-to-day business activities. The firm is not identified as a multi-state adviser, does not list pension consulting services, and is not flagged as an active ESG investor. It is also not shown as a related adviser in the available records. The limited public disclosures point to a firm oriented toward capital markets activity rather than running a client-facing asset management business.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 12
Wyatt Chaffin
Vice PresidentCRD 6390477

David Luvisa
Managing DirectorCRD 1643896

Stuart Moss
Managing DirectorCRD 6305981
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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