Keystone Global Partners LLC

Keystone Global Partners LLC (CRD# 153147) is a financial advisory firm headquartered in New York, NY. They manage $60,345,000 in 29 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $2,080,862
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at Keystone Global Partners LLC
Showing 1 - 2 of 2 top financial advisors.
1
Calvin Lo
CRD#: 5001817
489 Fifth Avenue, 24th Floor, New York, NY 10017
96
Wealthminder
score

Calvin Lo (CRD# 5001817) is an Investment Advisor Representative working at Keystone Global Partners LLC in New York, NY and has over 10 years of experience in the finance industry.

2
James P. Carr
CRD#: 4868121
489 Fifth Avenue, 24th Floor, New York, NY 10017
93
Wealthminder
score

James Carr (CRD# 4868121) is an Investment Advisor Representative working at Keystone Global Partners LLC in New York, NY and has over 12 years of experience in the finance industry.

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