Keystone Trading Partners
Firm details
- Headquarters
- Wayne, Pennsylvania
- CRD number
- 33100
- Registered since
- September 29, 1989
Firm profile
FINTRXOverview
Keystone Trading Partners is organized as a partnership with individual ownership. FINTRX classifies the firm as "Unclassified" and the record contains very limited operational detail. The profile does not include descriptions of advisory or business activities, fee arrangements, client segments, or stated investment strategies. The dataset flags several negative attributes rather than active capabilities: the firm is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, not a related adviser, and not newly formed. Those entries, together with the absence of disclosed holdings, AUM, or account information, suggest there is little publicly reported information about the firm’s client-facing or investment activity in FINTRX.
Location & Offices
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 1Mark Schepps
Chief Compliance OfficerCRD 2042034
Contacts
3 of 3
Timothy Lobach
Managing PartnerCRD 1520968
Stephen Cheseldine
PartnerCRD 2321778
Eric Schmid
TraderCRD 5145428
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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