Keystone Wealth Management Services Inc.

Keystone Wealth Management Services Inc. (CRD# 262789) is a financial advisory firm headquartered in Glen Mills, PA. They manage $71,887,176 in 31 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
535 Baltimore Pike, Glen Mills, PA 19342
By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $2,318,941
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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.

DE, PA

Financial Advisors at Keystone Wealth Management Services Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Mark Marinzoli, financial advisor Glen Mills PA
Mark L. Marinzoli
CRD#: 6512457
535 Baltimore Pike, Glen Mills, PA 19342

Mark Marinzoli (CRD# 6512457) is an Investment Advisor Representative working at Keystone Wealth Management Services Inc. in Glen Mills, PA and has over 8 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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