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KEYNOTE FINANCIAL SERVICES, LLC
KEYNOTE FINANCIAL SERVICES, LLC
VERNON, Connecticut
·
1 registered advisor
·
CRD# 130384
SEC# 801-126600
0
860-875-5753
01
Firm Overview
AUM
$155M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at KEYNOTE FINANCIAL SERVICES, LLC
1 registered advisor
Kent David Zahner
VERNON, Connecticut
CRD# 4757223
05
Office Locations
VERNON, Connecticut
1 advisor
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Data sourced from SEC Form ADV filings. KEYNOTE FINANCIAL SERVICES, LLC (CRD# 130384) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.