Keynote Financial Services, LLC

Keynote Financial Services, LLC (CRD# 130384) is a financial advisory firm headquartered in Vernon, CT. They manage $61,665,136 in 324 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    324
    ACCOUNTS
  • Average Account Value
    $190,324
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Keynote Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James M. Desrocher
CRD#: 5401752
7 Keynote Drive, Vernon, CT 06066
93
Wealthminder
score

James Desrocher (CRD# 5401752) is an Investment Advisor Representative working at Keynote Financial Services, LLC in Vernon, CT and has over 9 years of experience in the finance industry.

2
Kent D. Zahner
CRD#: 4757223
7 Keynote Drive, Vernon, CT 06066
93
Wealthminder
score

Kent Zahner (CRD# 4757223) is an Investment Advisor Representative working at Keynote Financial Services, LLC in Vernon, CT and has over 12 years of experience in the finance industry.

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