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 that registered with the SEC in 2012 and is classified in the data as an investment bank. Ownership is identified as a mix of a domestic entity and an individual. The firm is not presented as a capital allocator and does not identify itself as an active ESG investor. Regulatory and operational flags in the snapshot indicate Keystone Global is not a multi-state adviser, not newly formed, and is not positioned as a pension consultant or related adviser in the provided data. The firm did not supply details about advisory activities, fee schedules, or client types in the dataset.
Assets & Accounts
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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