Keystone Trading Partners

Broker-DealerFINRA Member
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 with individual ownership. FINTRX classifies the firm as "Unclassified" and the record contains very limited operational detail. The profile does not include descriptions of advisory or business activities, fee arrangements, client segments, or stated investment strategies. The dataset flags several negative attributes rather than active capabilities: the firm is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, not a related adviser, and not newly formed. Those entries, together with the absence of disclosed holdings, AUM, or account information, suggest there is little publicly reported information about the firm’s client-facing or investment activity in FINTRX.

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