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 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

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