Keystone Global
Firm details
- Headquarters
- Jericho, New York
- CRD number
- 159341
- Registered since
- April 9, 2012
Firm profile
FINTRXOverview
Keystone Global is organized as a limited liability company and is classified in the source data as an investment bank. Ownership is listed as a combination of a domestic entity and an individual, but the firm has not supplied details about its founders, senior professionals, or specific advisory personnel. The dataset does not include descriptions of Keystone Global’s target clients, fee arrangements, or day-to-day business and advisory activities. The firm is identified as not acting as a capital allocator and is not flagged as an active ESG investor. It is not noted as a multistate adviser, pension consultant, related adviser, or newly formed adviser. Because Keystone Global has provided minimal public-facing disclosures in the source, investors and counterparties should expect limited visibility into its strategies, product offerings, and client-serving model unless the firm supplies more detail directly.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Kimberly Stanton
Chief Compliance OfficerCRD 6574919
Contacts
3 of 4
Kimberly Neely
FinOpCRD 2045019

Mara Johnston
Managing PrincipalCRD 6727285

Andrew Kuhn
Assistant Vice PresidentCRD 7630051
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jericho, NY
Nassau
Location
Jericho, NY
Headquartered in Jericho, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 390 N Broadway
- Time zone
- ET (UTC-5)
- Office locations
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