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 that registered with the SEC in 2012 and is classified in the data as an investment bank. Ownership is identified as a mix of a domestic entity and an individual. The firm is not presented as a capital allocator and does not identify itself as an active ESG investor. Regulatory and operational flags in the snapshot indicate Keystone Global is not a multi-state adviser, not newly formed, and is not positioned as a pension consultant or related adviser in the provided data. The firm did not supply details about advisory activities, fee schedules, or client types in the dataset.

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
  • Kimberly Stanton

    Kimberly Stanton

    Chief Compliance OfficerCRD 6574919

Contacts

3 of 4
  • Kimberly Neely

    Kimberly Neely

    FinOpCRD 2045019

  • Mara Johnston

    Mara Johnston

    Managing PrincipalCRD 6727285

  • Andrew Kuhn

    Andrew Kuhn

    Assistant Vice PresidentCRD 7630051

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