KEYNOTE FINANCIAL SERVICES, LLC
CRD #130384 SEC #801-126600 VERNON, CT 860-875-5753
SEC Registered
Total AUM
$182M
Discretionary
$182M
Employees
2
Clients
0
Accounts
517
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ZAHNER, KENT, DAVID | I | MEMBER/CCO | E | Control |
| ZAHNER, KENT, DAVID | I | MEMBER/CCO | E | Control |
| ZAHNER, KENT, DAVID | I | MEMBER/CCO | E | Control |
| ZAHNER, KENT, DAVID | I | MEMBER/CCO | E | Control |
| ZAHNER, KENT, DAVID | I | MEMBER/CCO | E | Control |
| ZAHNER, KENT, DAVID | I | MEMBER/CCO | E | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (2)
CT MA
Address
7 KEYNOTE DRIVESUITE D
VERNON, CT 06066
United States
Phone: 860-875-5753