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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 12WYATT CHAFFIN
AssociateCRD 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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