Michael Hennessy, financial advisor Clinton NY
93 score

Michael Hennessy

CRD Number: 1052516
Current Firm: Cadaret Grant & Co Inc.

Michael Hennessy (CRD# 1052516) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Clinton, NY and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Mj Hennessy & Associates Clinton, NY Apr 2012 - Current 4
Cadaret, Grant & Company, Inc. Clinton, NY Apr 2012 - Current 4
Mohawk Valley Capital Management Clinton, NY Apr 2012 - Current 4
Wells Fargo Advisors LLC Utica, NY May 2009 - Apr 2012 2
Wachovia Securities, LLC Utica, NY Jan 2008 - May 2009 1
A.g. Edwards Utica, NY May 2007 - Jan 2008 < 1
Merrill Lynch, Pierce, Fenner & Smith Syracuse, NY Oct 2004 - May 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1993
S65 NASAA Investment Advisors Law Examination Feb 1994
Contact Info for Michael J. Hennessy
Phone Number: 315-471-2191
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    3,475
    MILLIONS
  • Total Number of Accounts
    18,688
    ACCOUNTS
  • Average Account Value
    $185,929
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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