Calvin Lo
Investment adviser representative at Keystone Global Partners LLC
16 yearsExperience
4 statesRegistered in
CFA, CFP® certificationDesignations
$580.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Keystone Global Partners LLCJan 2010 to now
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 4 states (CA, CO, NY, TX).
Keystone Global Partners LLC
$580.5MAssets managed
50Clients
2Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5001817
- Firm CRD
- 153147