Keystone Global Partners LLC

Keystone Global Partners LLC (CRD# 153147) is a financial advisory firm headquartered in New York, NY. They manage $202,841,921 in 378 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
515 Madison Avenue, Floor 37, New York, NY 10022
https://www.facebook.com/keystoneglobalpartners/
By the Numbers
  • Total Assets Under Management
    203
    MILLION
  • Total Number of Accounts
    378
    ACCOUNTS
  • Average Account Value
    $536,619
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

CA, CO, NY, TX

Financial Advisors at Keystone Global Partners LLC
Showing 1 - 2 of 2 top financial advisors.
1
James Carr, financial advisor New York NY
James P. Carr
CRD#: 4868121
515 Madison Avenue, Floor 37, New York, NY 10022

James Carr (CRD# 4868121) is an Investment Advisor Representative working at Keystone Global Partners LLC in New York, NY and has over 18 years of experience in the finance industry.

2
Calvin Lo, financial advisor New York NY
Calvin Lo
CRD#: 5001817
515 Madison Avenue, Floor 37, New York, NY 10022

Calvin Lo (CRD# 5001817) is an Investment Advisor Representative working at Keystone Global Partners LLC in New York, NY and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals