Keystone Capital Markets
Firm details
- Headquarters
- Irvine, California
- CRD number
- 288767
- Registered since
- August 28, 2017
- Website
- www.keystone-cap.com
Firm profile
FINTRXOverview
Keystone Capital Markets is organized as a limited liability company and is registered with the SEC (registration year 2017). Regulatory filings classify the firm as an investment bank rather than a traditional asset manager or capital allocator. Ownership is recorded as a combination of a domestic entity and an individual. The firm's public regulatory snapshot indicates it does not present itself as a multi-state adviser, pension consultant, related adviser, or an active ESG investor. The available data does not detail advisory product lines, client segments, or specific transaction or underwriting activities.
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
Contacts
3 of 12Wyatt Chaffin
AssociateCRD 6390477
David Luvisa
Managing DirectorCRD 1643896
Stuart Moss
Managing DirectorCRD 6305981
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Irvine, CA
Orange
Location
Irvine, CA
Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 20 Pacifica
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Mischler Financial Group, Inc.
Broker-DealerIrvine, CA
Griffin Capital Securities, LLC
Broker-DealerIrvine, CA
Gcmi Securities Corp.
Broker-DealerIrvine, CA
Sutter Securities Clearing, LLC
Broker-DealerIrvine, CA
Shopoff Securities, Inc.
Broker-DealerIrvine, CA
Waveland Capital Partners LLC
Broker-DealerIrvine, CA