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 registered with the SEC since 1989. Ownership is listed as an individual owner and the firm is not assigned to a standard advisory classification in the available records. The firm does not identify as a multi-state adviser and does not market itself as an ESG-focused manager. FINTRX does not provide detail on client types, advisory activities or specific business lines for the firm.
Assets & Accounts
Investments & Alternatives
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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