Keystone Investment Advisors, LLC

Keystone Investment Advisors, LLC (CRD# 150622) is a financial advisory firm headquartered in Wexford, PA. They manage $55,244,108 in 109 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10521 Perry Highway, Suite 310, Wexford, PA 15090
http://keystoneinvestmentadvisors.com
By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $506,827
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Keystone Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Gregory Burd, financial advisor Wexford PA
Gregory A. Burd
CRD#: 4674625
10521 Perry Highway, Suite 310, Wexford, PA 15090

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.

2
Christopher Campanella, financial advisor Wexford PA
Christopher S. Campanella
CRD#: 1854433
10521 Perry Highway, Suite 310, Wexford, PA 15090

Christopher Campanella (CRD# 1854433) is an Investment Advisor Representative working at Keystone Investment Advisors, LLC in Wexford, PA and has over 30 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.

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