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Keynote Financial Services, LLC

Keynote Financial Services, LLC is a RIA based in Vernon Rockville, CT with $51M in AUM and with 2 advisors nationwide. Kent David Zahner is the majority owner of the firm and has been in this role with the firm since 2004.

Advisors (2)

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Name Start Date
Stuart E. Magdefrau Mar 2004
Kent David Zahner Mar 2004
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$51.1M
Total Assets
280
Accounts
$182.5K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Kent David Zahner Member 01/01/2004

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
7 Keynote Drive
Vernon , CT 06066
Phone Number: 860-875-5753

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Other: SELECTION OF OTHER ADVISORS