Keynote Financial Services, LLC

Keynote Financial Services, LLC (CRD# 130384) is a financial advisory firm headquartered in Vernon, CT. They manage $134,423,294 in 497 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    497
    ACCOUNTS
  • Average Account Value
    $270,469
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
The map below shows states where this firm has explicit registration only.

CT, MA

Financial Advisors at Keynote Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James M. Desrocher
CRD#: 5401752
7 Keynote Drive, Suite D, Vernon, CT 06066

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 D. Zahner
CRD#: 4757223
7 Keynote Drive, Vernon, CT 06066

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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