Keystone Global

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Jericho, New York
CRD number
159341
Registered since
April 9, 2012

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Kimberly Stanton

    Kimberly Stanton

    Chief Compliance OfficerCRD 6574919

Contacts

3 of 4
  • Kimberly Neely

    Kimberly Neely

    FinOpCRD 2045019

  • Mara Johnston

    Mara Johnston

    Managing PrincipalCRD 6727285

  • Andrew Kuhn

    Andrew Kuhn

    Assistant Vice PresidentCRD 7630051

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth