Keystone Investment Advisors, LLC

Keystone Investment Advisors, LLC (CRD# 150622) is a financial advisory firm headquartered in Wexford, PA. They manage $41,000,000 in 110 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $372,727
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
  • Pension consulting services
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.

PA

Financial Advisors at Keystone Investment Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Christopher S. Campanella
CRD#: 1854433
10521 Perry Highway, Suite 115, Wexford, PA 15090
93
Wealthminder
score

Christopher Campanella (CRD# 1854433) is an Investment Advisor Representative working at Keystone Investment Advisors, LLC in Wexford, PA and has over 22 years of experience in the finance industry.

2
Gregory A. Burd
CRD#: 4674625
10521 Perry Highway, Suite 115, Wexford, PA 15090
87
Wealthminder
score

Gregory Burd (CRD# 4674625) is an Investment Advisor Representative working at Keystone Investment Advisors, LLC in Wexford, PA and has 1 year of experience in the finance industry.

3
William J. Messner
CRD#: 2597597
10521 Perry Highway, Suite 115, Wexford, PA 15090
68
Wealthminder
score

William Messner (CRD# 2597597) is an Investment Advisor Representative working at Keystone Investment Advisors, LLC in Wexford, PA and has over 21 years of experience in the finance industry.

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