Keystone Trading Partners

Broker-DealerFINRA MemberEst. 1989
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 and is registered with the SEC since 1989. The firm is owned by an individual and is labeled as "unclassified" in the available profile. FINTRX flags the firm as not acting as a capital allocator, not identifying as an active ESG investor, not operating as a multi-state adviser, and not serving in a pension consultant or related-adviser role. The profile contains minimal descriptive detail about the firm’s advisory activities or investment strategy; no specific client segments, fee schedules, or business lines are disclosed in the data provided.

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
  • Mark Schepps

    Chief Compliance OfficerCRD 2042034

Contacts

3 of 3
  • Timothy Lobach

    Timothy Lobach

    Managing PartnerCRD 1520968

  • Stephen Cheseldine

    PartnerCRD 2321778

  • Eric Schmid

    TraderCRD 5145428

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth