AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
ES

Eric Andrew Schmid Mr.

KEYSTONE TRADING PARTNERS
WAYNE, PA
·CRD# 5145428·20 years experience

Professional Summary

Eric Andrew Schmid MR. is a registered financial advisor currently at KEYSTONE TRADING PARTNERS located in Wayne, Pennsylvania. Eric is registered as a RR (Registered Representative) and started their career in finance in 2006. Eric has worked at 2 firms.

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

Similar Advisors

Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
View profile
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Jeffrey Michael Kropp
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Jeffrey Michael Kropp
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#

Contact Information

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

Similar Advisors

Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Jeffrey Michael Kropp
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#

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.

Similar Advisors

Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Jeffrey Michael Kropp
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#

Years of Experience

20 years in the financial services industry

Current & Past Employments

KEYSTONE TRADING PARTNERS·CRD# 33100
BD
7 Harford Lane, Wayne, PA 19087
November 26, 2008 - Present
MARKET STREET SECURITIES, INC.·CRD# 31464
BD
Philadelphia, PA
July 6, 2006 - November 26, 2008

Similar Advisors

Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Jeffrey Michael Kropp
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#

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

Similar Advisors

Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Jeffrey Michael Kropp
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#

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.

Similar Advisors

Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Jeffrey Michael Kropp
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#

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.

Nasdaq PHLX LLC
SRO Registrations

Similar Advisors

Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Jeffrey Michael Kropp
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Eric Andrew Schmid MR.'s CRS (Customer Relationship Summary).

Similar Advisors

Paul B Mullen
Paul B Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Horsham, PA · CRD#
Robert Charles Boland
Robert Charles Boland

RBC CAPITAL MARKETS, LLC

Malvern, PA · CRD#
Jeffrey Michael Kropp
Jeffrey Michael Kropp

OSAIC WEALTH, INC.

Chadds Ford, PA · CRD#
Peter F Gaertner
Peter F Gaertner

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · CRD#
ES
Follow Eric
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required