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Stephen John Cheseldine

KEYSTONE TRADING PARTNERS
WAYNE, PA
·CRD# 2321778·19 years experience

Professional Summary

Stephen John Cheseldine is a registered financial advisor currently at KEYSTONE TRADING PARTNERS located in Wayne, Pennsylvania. Stephen is registered as a RR (Registered Representative) and started their career in finance in 2006. Stephen has worked at 2 firms and has passed the SIE and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

19 years in the financial services industry

Current & Past Employments

KEYSTONE TRADING PARTNERS·CRD# 33100
BD
7 Harford Lane, Wayne, PA 19087
July 14, 2016 - Present
KEYSTONE TRADING PARTNERS·CRD# 33100
BD
Wayne, PA
July 3, 2009 - January 16, 2015
MARKET STREET SECURITIES, INC.·CRD# 31464
BD
Philadelphia, PA
December 19, 2006 - November 26, 2008

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Current Firm

KT
KEYSTONE TRADING PARTNERS

KEYSTONE TRADING PARTNERS

CRD#: 33100 / SEC#: 8-41621
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Contact Information

Main Address

7 Harford Lane, Wayne, PA 19087

Mailing Address

Po Box 270, Clifton Heights, PA 19018

Phone Number

(215) 874-3400

Established

Pennsylvania since 06/22/1989

Firm Type

Partnership

Fiscal Year End

December

Documents

Direct owners and executive officers

NamePositionCRD#
LOBACH, TIMOTHY DOUGLASGENERAL PARTNER1520968
CHESELDINE, STEPHEN JOHNLIMITED PARTNER2321778
SCHEPPS, MARK HCHIEF COMPLIANCE OFFICER, GENERAL COUNSEL AND FINOP2042034

Disclosures

Regulatory Event

6

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 24 — General Securities Principal Examination

Passed Dec 2012About the Series 24 exam
Nasdaq PHLX LLC
SRO Registrations
Nasdaq Stock Market
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Stephen John Cheseldine's CRS (Customer Relationship Summary).

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