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 has been SEC-registered since 1989. The firm is listed as owner-operated (individual owner) and carries an "unclassified" designation in the dataset. The publicly available record provides very limited detail on advisory services, client types, fee arrangements, or business activities. The dataset flags several negative indicators rather than active program details: Keystone Trading Partners is not identified as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, is not newly formed, and is not listed as a pension consultant or related adviser. Those entries suggest a small, narrowly reported operation or one that does not engage in the common advisory classifications captured in the source.
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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