KEYSTONE GLOBAL

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
JERICHO, New York
CRD number
159341
Registered since
April 9, 2012

Firm profile

FINTRX

Overview

Keystone Global is organized as a limited liability company and is SEC-registered since 2012. The firm is classified in the dataset as an investment bank and is owned by a combination of a domestic entity and individual owners. The profile flags that Keystone Global does not act as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, a pension consultant, or a related adviser in the supplied records. The dataset does not include line-item detail about the firm’s advisory activities, client segments, fee schedules, or typical investment mandates, so the public-facing characterization is limited to legal form, regulatory status, and the high-level service classification as an investment bank.

Assets & Accounts

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
  • Kimberly Stanton

    Chief Compliance OfficerCRD 6574919

Contacts

3 of 4
  • KIMBERLY NEELY

    FinOpCRD 2045019

  • Mara Johnston

    Managing PrincipalCRD 6727285

  • MANUTOSH MATHUR

    ConsultantCRD 5172639

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

JERICHO, NY

NASSAU

Location

JERICHO, NY

Headquartered in JERICHO, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NASSAU
Address
390 N Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth