Keystone Trading Partners
Firm details
- Headquarters
- Wayne, Pennsylvania
- CRD number
- 33100
- Registered since
- September 29, 1989
Firm profile
FINTRXOverview
Keystone Trading Partners is organized as a partnership and is registered with the SEC since 1989. The firm is owned by an individual and is labeled as "unclassified" in the available profile. FINTRX flags the firm as not acting as a capital allocator, not identifying as an active ESG investor, not operating as a multi-state adviser, and not serving in a pension consultant or related-adviser role. The profile contains minimal descriptive detail about the firm’s advisory activities or investment strategy; no specific client segments, fee schedules, or business lines are disclosed in the data provided.
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 1Mark Schepps
Chief Compliance OfficerCRD 2042034
Contacts
3 of 3
Timothy Lobach
Managing PartnerCRD 1520968
Stephen Cheseldine
PartnerCRD 2321778
Eric Schmid
TraderCRD 5145428
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wayne, PA
Delaware
Location
Wayne, PA
Headquartered in Wayne, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 7 Harford Ln
- Time zone
- ET (UTC-5)
- Office locations
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