Keystone Wealth Management Services Inc.

Keystone Wealth Management Services Inc. (CRD# 262789) is a financial advisory firm headquartered in Glen Mills, PA. They manage $62,613,716 in 28 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
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.


Financial Advisors at Keystone Wealth Management Services Inc.
Showing 1 - 1 of 1 top financial advisors.
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 2 years of experience in the finance industry.

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