KEYSTONE GLOBAL
Firm details
- Headquarters
- JERICHO, New York
- CRD number
- 159341
- Registered since
- April 9, 2012
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Kimberly Stanton
Chief Compliance OfficerCRD 6574919
Contacts
3 of 4KIMBERLY NEELY
FinOpCRD 2045019
Mara Johnston
Managing PrincipalCRD 6727285
MANUTOSH MATHUR
ConsultantCRD 5172639
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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