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Christopher Stanley Campanella

Keystone Investment Advisors, LLC

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About Christopher Stanley Campanella

Christopher Campanella is a financial advisor with Keystone Investment Advisors, LLC. Christopher has been in the financial industry since 1988. Christopher has a Series 6, Series 7 and Series 63 license. Christopher is a financial planner and also offers portfolio management for individuals and businesses.

Firm Information

Christopher Campanella is currently registered with Keystone Investment Advisors, LLC. Keystone Investment Advisors, LLC is an investment advisor with two investment advisor representatives. They manage approximately $55,244,108 in assets for 109 clients. They primarily serve high-net-worth individuals and individuals other than high-net-worth individuals. Their services include financial planning and portfolio management for individuals and businesses.

$55.24M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Campanella’s Registration & Firm History

PA

09/18/2009 - Present

Keystone Investment Advisors, LLC (WEXFORD PA)

NY

04/25/1997 - 02/11/1998

DREYFUS FINANCIAL SERVICES CORPORATION (NEW YORK NY)

PA

03/16/1994 - 02/11/1998

DREYFUS INVESTMENT SERVICES CORPORATION (PITTSBURGH PA)

MA

03/04/1994 - 03/29/1994

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

03/04/1994 - 03/29/1994

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

MA

08/30/1988 - 01/28/1991

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

08/30/1988 - 01/28/1991

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/22/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/17/1995

Series 7 - General Securities Representative Examination

BC

Issued 03/03/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Stanley Campanella.
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