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KEYNOTE FINANCIAL SERVICES, LLC

VERNON, CT · CRD 130384 · IAPD ↗ · keynotefs.com · 860-875-5753

$227.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2024 — KEYNOTE FINANCIAL SERVICES, LLC now reports custody of client assets ($6.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.