Keystone Global

Broker-DealerFINRA MemberEst. 2012
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 FINTRX as an investment bank. The firm registered with the SEC in 2012. Ownership is listed as a combination of a domestic entity and an individual. FINTRX notes that Keystone Global is not a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Several fields that typically describe client base, advisory activities and fee structure are left blank in the available data, which suggests the firm’s primary activity may be transactional or advisory investment banking rather than traditional registered-adviser asset management.

Assets & Accounts

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

  • Manutosh Mathur

    ConsultantCRD 5172639

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth