Active
KEYNOTE FINANCIAL SERVICES, LLC
Investment Advice|VERNON, CT
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$182M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 182.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 130384 |
| SEC Number | 801-126600 |
| Street Address | 7 KEYNOTE DRIVE |
| Street Address 2 | SUITE D |
| Location | VERNON, CT 06066 |
| Country | United States |
| Phone | 860-875-5753 |
| Total Employees | 2 |
Client Count by Type (225 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 147 |
| High Net Worth Individual… | 66 |
| Pension/Profit Sharing Pl… | 7 |
| Charitable Organizations | 4 |
| Corporations/Businesses | 1 |
Community Partners
TOWN OF ANDOVER
TOWN OF AVON
TOWN OF BERLIN
TOWN OF BOLTON
TOWN OF CANTON
TOWN OF COLUMBIA
TOWN OF COVENTRY
TOWN OF DARIEN
TOWN OF EAST GRANBY
TOWN OF EAST HARTFORD
TOWN OF EAST WINDSOR
TOWN OF ELLINGTON
TOWN OF ENFIELD
TOWN OF FARMINGTON
TOWN OF GLASTONBURY
TOWN OF GRANBY
TOWN OF HEBRON
TOWN OF MANCHESTER
TOWN OF MARLBOROUGH
TOWN OF NEWINGTON
TOWN OF ANDOVER
TOWN OF AVON
TOWN OF BERLIN
TOWN OF BOLTON
TOWN OF CANTON
TOWN OF COLUMBIA
TOWN OF COVENTRY
TOWN OF DARIEN
TOWN OF EAST GRANBY
TOWN OF EAST HARTFORD
TOWN OF EAST WINDSOR
TOWN OF ELLINGTON
TOWN OF ENFIELD
TOWN OF FARMINGTON
TOWN OF GLASTONBURY
TOWN OF GRANBY
TOWN OF HEBRON
TOWN OF MANCHESTER
TOWN OF MARLBOROUGH
TOWN OF NEWINGTON
TOWN OF ANDOVER
TOWN OF AVON
TOWN OF BERLIN
TOWN OF BOLTON
TOWN OF CANTON
TOWN OF COLUMBIA
TOWN OF COVENTRY
TOWN OF DARIEN
TOWN OF EAST GRANBY
TOWN OF EAST HARTFORD
TOWN OF EAST WINDSOR
TOWN OF ELLINGTON
TOWN OF ENFIELD
TOWN OF FARMINGTON
TOWN OF GLASTONBURY
TOWN OF GRANBY
TOWN OF HEBRON
TOWN OF MANCHESTER
TOWN OF MARLBOROUGH
TOWN OF NEWINGTON
Municipal Government
31 Active
31
Organizations
800 MOUNTAIN ROAD TAX DISTRICT
ACTORS COLONY ESTATE ASSOCIATION/TAX DISTRICT
AMSTON LAKE TAX DISTRICT
BERLIN HOUSING AUTHORITY
BERLIN WATER AND SEWER DISTRICT
BLOOMFIELD CENTER FIRE DISTRICT
BLUE HILLS FIRE DISTRICT
BOLTON LAKES REGIONAL WATER POLLUTION CONTROL AUTHORITY
CANTON HOUSING AUTHORITY
COVENTRY HOUSING AUTHORITY
CRESCENT LAKE TAX DISTRICT
CRYSTAL LAKE FIRE DISTRICT
DARIEN TOWN HOUSING AUTHORITY
EAST WINDSOR HOUSING AUTHORITY
EIGHTH UTILITIES DISTRICT
ELLINGTON TOWN HOUSING AUTHORITY
ENFIELD FIRE DISTRICT 1
FARMINGTON HOUSING AUTHORITY
FARMINGTON WOODS DISTRICT
GERALD PARK ASSOCIATION/TAX DISTRICT
800 MOUNTAIN ROAD TAX DISTRICT
ACTORS COLONY ESTATE ASSOCIATION/TAX DISTRICT
AMSTON LAKE TAX DISTRICT
BERLIN HOUSING AUTHORITY
BERLIN WATER AND SEWER DISTRICT
BLOOMFIELD CENTER FIRE DISTRICT
BLUE HILLS FIRE DISTRICT
BOLTON LAKES REGIONAL WATER POLLUTION CONTROL AUTHORITY
CANTON HOUSING AUTHORITY
COVENTRY HOUSING AUTHORITY
CRESCENT LAKE TAX DISTRICT
CRYSTAL LAKE FIRE DISTRICT
DARIEN TOWN HOUSING AUTHORITY
EAST WINDSOR HOUSING AUTHORITY
EIGHTH UTILITIES DISTRICT
ELLINGTON TOWN HOUSING AUTHORITY
ENFIELD FIRE DISTRICT 1
FARMINGTON HOUSING AUTHORITY
FARMINGTON WOODS DISTRICT
GERALD PARK ASSOCIATION/TAX DISTRICT
800 MOUNTAIN ROAD TAX DISTRICT
ACTORS COLONY ESTATE ASSOCIATION/TAX DISTRICT
AMSTON LAKE TAX DISTRICT
BERLIN HOUSING AUTHORITY
BERLIN WATER AND SEWER DISTRICT
BLOOMFIELD CENTER FIRE DISTRICT
BLUE HILLS FIRE DISTRICT
BOLTON LAKES REGIONAL WATER POLLUTION CONTROL AUTHORITY
CANTON HOUSING AUTHORITY
COVENTRY HOUSING AUTHORITY
CRESCENT LAKE TAX DISTRICT
CRYSTAL LAKE FIRE DISTRICT
DARIEN TOWN HOUSING AUTHORITY
EAST WINDSOR HOUSING AUTHORITY
EIGHTH UTILITIES DISTRICT
ELLINGTON TOWN HOUSING AUTHORITY
ENFIELD FIRE DISTRICT 1
FARMINGTON HOUSING AUTHORITY
FARMINGTON WOODS DISTRICT
GERALD PARK ASSOCIATION/TAX DISTRICT
Special District
71 Active
71
Organizations
ANDOVER TOWN SCHOOLS
AVON PUBLIC SCHOOLS
BERLIN PUBLIC SCHOOLS
BLOOMFIELD TOWN SCHOOLS
BOLTON TOWN SCHOOLS
CANTON TOWN SCHOOLS
COLUMBIA TOWN SCHOOLS
COVENTRY PUBLIC SCHOOLS
EAST GRANBY SCHOOL SYSTEM
EAST WINDSOR PUBLIC SCHOOLS
EDWIN O. SMITH HIGH SCHOOL
ELLINGTON TOWN SCHOOLS
ENFIELD TOWN SCHOOLS
FARMINGTON TOWN SCHOOLS
GLASTONBURY TOWN SCHOOLS
GRANBY PUBLIC SCHOOLS
HARTFORD PUBLIC SCHOOLS
HEBRON TOWN SCHOOLS
MANCHESTER TOWN SCHOOLS
MANSFIELD TOWN SCHOOLS
ANDOVER TOWN SCHOOLS
AVON PUBLIC SCHOOLS
BERLIN PUBLIC SCHOOLS
BLOOMFIELD TOWN SCHOOLS
BOLTON TOWN SCHOOLS
CANTON TOWN SCHOOLS
COLUMBIA TOWN SCHOOLS
COVENTRY PUBLIC SCHOOLS
EAST GRANBY SCHOOL SYSTEM
EAST WINDSOR PUBLIC SCHOOLS
EDWIN O. SMITH HIGH SCHOOL
ELLINGTON TOWN SCHOOLS
ENFIELD TOWN SCHOOLS
FARMINGTON TOWN SCHOOLS
GLASTONBURY TOWN SCHOOLS
GRANBY PUBLIC SCHOOLS
HARTFORD PUBLIC SCHOOLS
HEBRON TOWN SCHOOLS
MANCHESTER TOWN SCHOOLS
MANSFIELD TOWN SCHOOLS
ANDOVER TOWN SCHOOLS
AVON PUBLIC SCHOOLS
BERLIN PUBLIC SCHOOLS
BLOOMFIELD TOWN SCHOOLS
BOLTON TOWN SCHOOLS
CANTON TOWN SCHOOLS
COLUMBIA TOWN SCHOOLS
COVENTRY PUBLIC SCHOOLS
EAST GRANBY SCHOOL SYSTEM
EAST WINDSOR PUBLIC SCHOOLS
EDWIN O. SMITH HIGH SCHOOL
ELLINGTON TOWN SCHOOLS
ENFIELD TOWN SCHOOLS
FARMINGTON TOWN SCHOOLS
GLASTONBURY TOWN SCHOOLS
GRANBY PUBLIC SCHOOLS
HARTFORD PUBLIC SCHOOLS
HEBRON TOWN SCHOOLS
MANCHESTER TOWN SCHOOLS
MANSFIELD TOWN SCHOOLS
School District
39 Active
39
Organizations
12 WEST MAIN STREET TRUSTEES
2011747 ISRAEL EDUCATION DIRECTOR POSITION
28675834 LITMINDTREE MEGAMINDS
3565 SUFFIELD FIREFIGHTERS UNION INTERNATIONAL ASSOCIATION OF FIREF
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
522 FOUNDATION INC
9027 GRANBY
ABAR SUFFIELD INC
ABBYS HELPING HAND CORP
ABE E MILLER AMERICAN LEGION AUXILIARY UNIT 133
A Better Chance In Darien Inc
A BETTER LIFE EXISTS INC
A BETTER WORLD - THE ADOPTION CONNECTION
ABIGAIL PHELPS CHAPTER DAR
ACABELLA
ACADEMY OF GENERAL DENTISTY
ACCESS ACUPUNCTURE INC
ACCESS SENIOR HOUSING OF WILLINGTON INC
ACCESS TENNIS INC
ACE YOUTH PROJECT LLC
12 WEST MAIN STREET TRUSTEES
2011747 ISRAEL EDUCATION DIRECTOR POSITION
28675834 LITMINDTREE MEGAMINDS
3565 SUFFIELD FIREFIGHTERS UNION INTERNATIONAL ASSOCIATION OF FIREF
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
522 FOUNDATION INC
9027 GRANBY
ABAR SUFFIELD INC
ABBYS HELPING HAND CORP
ABE E MILLER AMERICAN LEGION AUXILIARY UNIT 133
A Better Chance In Darien Inc
A BETTER LIFE EXISTS INC
A BETTER WORLD - THE ADOPTION CONNECTION
ABIGAIL PHELPS CHAPTER DAR
ACABELLA
ACADEMY OF GENERAL DENTISTY
ACCESS ACUPUNCTURE INC
ACCESS SENIOR HOUSING OF WILLINGTON INC
ACCESS TENNIS INC
ACE YOUTH PROJECT LLC
12 WEST MAIN STREET TRUSTEES
2011747 ISRAEL EDUCATION DIRECTOR POSITION
28675834 LITMINDTREE MEGAMINDS
3565 SUFFIELD FIREFIGHTERS UNION INTERNATIONAL ASSOCIATION OF FIREF
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
522 FOUNDATION INC
9027 GRANBY
ABAR SUFFIELD INC
ABBYS HELPING HAND CORP
ABE E MILLER AMERICAN LEGION AUXILIARY UNIT 133
A Better Chance In Darien Inc
A BETTER LIFE EXISTS INC
A BETTER WORLD - THE ADOPTION CONNECTION
ABIGAIL PHELPS CHAPTER DAR
ACABELLA
ACADEMY OF GENERAL DENTISTY
ACCESS ACUPUNCTURE INC
ACCESS SENIOR HOUSING OF WILLINGTON INC
ACCESS TENNIS INC
ACE YOUTH PROJECT LLC
Nonprofit Organization
1782 Active
1782
Organizations
Community Partners170 organizations
TOWN OF ANDOVER
Municipal Government·ANDOVER
TOWN OF AVON
Municipal Government·AVON
TOWN OF COLUMBIA
Municipal Government·COLUMBIA
TOWN OF DARIEN
Municipal Government·DARIEN
TOWN OF EAST GRANBY
Municipal Government·EAST GRANBY
TOWN OF EAST WINDSOR
Municipal Government·BROAD BROOK
TOWN OF SIMSBURY
Municipal Government·SIMSBURY
TOWN OF SOMERS
Municipal Government·SOMERS
TOWN OF SOUTH WINDSOR
Municipal Government·SOUTH WINDSOR
TOWN OF TOLLAND
Municipal Government·TOLLAND
TOWN OF VERNON
Municipal Government·VERNON
800 MOUNTAIN ROAD TAX DISTRICT
Special District·HARTFORD
ACTORS COLONY ESTATE ASSOCIATION/TAX DISTRICT
Special District·COVENTRY
BERLIN HOUSING AUTHORITY
Special District·KENSINGTON
BLOOMFIELD CENTER FIRE DISTRICT
Special District·BLOOMFIELD
CANTON HOUSING AUTHORITY
Special District·CANTON
COVENTRY HOUSING AUTHORITY
Special District·COVENTRY
CRESCENT LAKE TAX DISTRICT
Special District·ENFIELD
DARIEN TOWN HOUSING AUTHORITY
Special District·DARIEN
EAST WINDSOR HOUSING AUTHORITY
Special District·BROAD BROOK
EIGHTH UTILITIES DISTRICT
Special District·MANCHESTER
FARMINGTON WOODS DISTRICT
Special District·AVON
GERALD PARK ASSOCIATION/TAX DISTRICT
Special District·COVENTRY
GREAT POND IMPROVEMENT DISTRICT
Special District·WINDSOR
HAZARDVILLE FIRE DISTRICT 13
Special District·ENFIELD
HEBRON HOUSING AUTHORITY
Special District·EAST BERLIN
HEMLOCK POINT TAX DISTRICT
Special District·COVENTRY
HUNTERS RUN TAX DISTRICT
Special District·AVON
KENSINGTON FIRE DISTRICT
Special District·KENSINGTON
KING'S GRANT TAX DISTRICT
Special District·VERNON
LAKEVIEW ASSOCIATION INCORPORATED/TAX DISTRICT
Special District·AVON
LAKEWOOD HEIGHTS ASSOCIATION/TAX DISTRICT
Special District·COVENTRY
NEWINGTON HOUSING AUTHORITY
Special District·NEWINGTON
NORTH THOMPSONVILLE FIRE DISTRICT 4
Special District·ENFIELD
OAK GROVE ASSOCIATION/TAX DISTRICT
Special District·COVENTRY
PINE LAKE COMMUNITY CLUB INCORPORATED/TAX DISTRICT
Special District·COVENTRY
ROCKY HILL HOUSING AUTHORITY
Special District·ROCKY HILL
SALMON BROOK DISTRICT
Special District·GRANBY
SECRET LAKE ASSOCIATION INCORPORATED/TAX DISTRICT
Special District·AVON
SIMSBURY FIRE DISTRICT
Special District·SIMSBURY
SOMERS HOUSING AUTHORITY
Special District·SOMERS
COLUMBIA TOWN SCHOOLS
School District·COLUMBIA
EDWIN O. SMITH HIGH SCHOOL
School District·STORRS
12 WEST MAIN STREET TRUSTEES
Nonprofit Organization·AVON
2011747 ISRAEL EDUCATION DIRECTOR POSITION
Nonprofit Organization·Somers
28675834 LITMINDTREE MEGAMINDS
Nonprofit Organization·South Windsor
3565 SUFFIELD FIREFIGHTERS UNION INTERNATIONAL ASSOCIATION OF FIREF
Nonprofit Organization·Suffield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·East Granby
522 FOUNDATION INC
Nonprofit Organization·DARIEN
9027 GRANBY
Nonprofit Organization·Granby
ABAR SUFFIELD INC
Nonprofit Organization·Suffield
ABBYS HELPING HAND CORP
Nonprofit Organization·BROAD BROOK
ABE E MILLER AMERICAN LEGION AUXILIARY UNIT 133
Nonprofit Organization·South Windsor
A Better Chance In Darien Inc
Nonprofit Organization·Darien
A BETTER LIFE EXISTS INC
Nonprofit Organization·Granby
A BETTER WORLD - THE ADOPTION CONNECTION
Nonprofit Organization·FARMINGTON
ABIGAIL PHELPS CHAPTER DAR
Nonprofit Organization·SIMSBURY
ACABELLA
Nonprofit Organization·DARIEN
ACADEMY OF GENERAL DENTISTY
Nonprofit Organization·VERNON
ACCESS ACUPUNCTURE INC
Nonprofit Organization·Avon
ACCESS SENIOR HOUSING OF WILLINGTON INC
Nonprofit Organization·WILLINGTON
ACCESS TENNIS INC
Nonprofit Organization·AVON
ACE YOUTH PROJECT LLC
Nonprofit Organization·SOUTH WINDSOR
A CHANCE OF SUNSHINE FARM AND SANCTUARY
Nonprofit Organization·Tolland
ACORN ALCINDA FOUNDATION INC
Nonprofit Organization·SOUTH WINDSOR
A C T INTERNATIONAL INC
Nonprofit Organization·South Windsor
ADULT LEARNING PROGRAM INC
Nonprofit Organization·Farmington
A FOUNDATION FOR CULTIVATING CHANGE INC
Nonprofit Organization·Tolland
AFRICA EDUCATION PARTNERSHIP INC
Nonprofit Organization·SOUTH WINDSOR
AFSCME 3713 CT Local
Nonprofit Organization·Broad Brook
AFSCME LOCAL 1278
Nonprofit Organization·Kensington
AFTER YOU ADOPT INC
Nonprofit Organization·Avon
AGABUR FOUNDATION INC C/O GERHARD AUSTIN
Nonprofit Organization·STORRS
AKHIRI TOHFA INC
Nonprofit Organization·Tolland
AKL- CT ALPHA
Nonprofit Organization·Storrs
ALEXANDER FRANKLIN CHARITABLE FDN
Nonprofit Organization·FARMINGTON
AL FENTON BIG BAND INC
Nonprofit Organization·South Windsor
ALLEN FOUNDATION
Nonprofit Organization·AMSTON
ALLGROVE SEYMOUR PTO LLC
Nonprofit Organization·EAST GRANBY
Alliance for Intercollegiate Sports
Nonprofit Organization·Storrs
ALMOST HOME
Nonprofit Organization·plainville
ALPENLAND DANCERS INC
Nonprofit Organization·Plainville
ALPHA GAMMA RHO FRATERNITY
Nonprofit Organization·Storrs
ALPHA PHI OMEGA
Nonprofit Organization·STORRS
ALPHA ZETA OMEGA PHARMACEUTICAL FRATERNITY
Nonprofit Organization·Storrs
ALSTOM ABB CE RETIREES CLUB
Nonprofit Organization·Granby
ALTRUSA CLUB OF NE CT FOUNDATION
Nonprofit Organization·STORRS
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE INC
Nonprofit Organization·Darien
AL ZAHRA ACADEMY INC
Nonprofit Organization·SUFFIELD
Amadeus Global Ministries Inc
Nonprofit Organization·Suffield
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Somers
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·South Windsor
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Plainville