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 and has been SEC-registered since 1989. The firm is owned by an individual and is classified in the dataset as "Unclassified," with limited public detail about its advisory or business activities. FINTRX records indicate Keystone Trading Partners does not operate 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, and it is not described as a newly formed practice.
Assets & Accounts
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 3TIMOTHY 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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