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 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
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
Manutosh Mathur
ConsultantCRD 5172639
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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