Keystone Trading Partners

Broker-DealerFINRA MemberEst. 1989
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Wayne, Pennsylvania
CRD number
33100
Registered since
September 29, 1989

Firm profile

FINTRX

Overview

Keystone Trading Partners is organized as a partnership and is registered with the SEC with a registration year listed as 1989. Available registry data identifies the owner type as an individual and classifies the firm as unclassified. The firm is not designated as a capital allocator, is not flagged as an active ESG investor, and does not appear as a multi-state or newly formed adviser. It is also not identified as a pension consultant or as a related adviser. The firm has provided little or no public detail about its specific advisory activities, client focus, fee structure, or business lines.

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
  • Mark Schepps

    Chief Compliance OfficerCRD 2042034

Contacts

3 of 3
  • Timothy Lobach

    Timothy Lobach

    Managing PartnerCRD 1520968

  • Stephen Cheseldine

    PartnerCRD 2321778

  • Eric Schmid

    TraderCRD 5145428

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth