Keystone Trading Partners

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Wayne, Pennsylvania
CRD number
33100
Registered since
September 29, 1989

Firm profile

FINTRX

Overview

Keystone Trading Partners is organized as a partnership with individual ownership. Publicly available descriptive fields classify the firm as "unclassified" and provide limited detail on its business activities and client focus. The firm does not identify itself as a capital allocator, does not flag active ESG investing as a practice area, and is not listed as a multi-state adviser, pension consultant, or related adviser in the available summary. Key items such as client base composition, fee structure, and specific advisory activities are not disclosed in the source data.

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Wayne, PA

Delaware

Location

Wayne, PA

Headquartered in Wayne, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
7 Harford Ln
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth