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 registered with the SEC since 2012. The firm is classified in available records as an investment bank and is owned by a combination of a domestic entity and an individual. Filings indicate Keystone Global does not position itself as a capital allocator and does not identify as an active ESG investor. The public record provides only limited detail about the firm’s business activities and affiliations.
Assets & Accounts
Investments & Alternatives
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 1
Kimberly Stanton
Chief Compliance OfficerCRD 6574919
Contacts
3 of 4
Kimberly 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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