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
Keystone Investment Advisors, LLC
By the Numbers
-
Total Assets Under Management55MILLION
-
Total Number of Accounts109ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Keystone Investment Advisors, LLC
1
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 (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.
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