Keynote Financial Services, LLC
Keynote Financial Services, LLC (CRD# 130384) is a financial advisory firm headquartered in Vernon, CT. They manage $154,749,434 in 500 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Keynote Financial Services, LLC
By the Numbers
-
Total Assets Under Management155MILLION
-
Total Number of Accounts500ACCOUNTS
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Average Account Value$309,499
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, MA
Financial Advisors at Keynote Financial Services, LLC
1
James Desrocher (CRD# 5401752) is an Investment Advisor Representative working at Keynote Financial Services, LLC in Vernon, CT and has over 16 years of experience in the finance industry.
2
Kent Zahner (CRD# 4757223) is an Investment Advisor Representative working at Keynote Financial Services, LLC in Vernon, CT and has over 20 years of experience in the finance industry.
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