Brian Hennessy (CRD# 5485004) is an Investment Advisor Representative working at Hennessy Financial Services in Medford, MA and has 1 year of experience in the finance industry. Brian Hennessy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stage Harbor Financial, LLC | Needham, MA | Jun 2018 - Current | 5 |
| Hennessy Financial Services | Medford, MA | Oct 2014 - Current | 9 |
| Stage Harbor Financial, LLC | Needham, MA | Feb 2018 - Jun 2018 | < 1 |
| Mass General Hospital | Boston, MA | Jun 2014 - Aug 2017 | 3 |
| Garret J. Hennessey Dba Hennessy Financial Services | Medford, MA | Jul 2014 - Dec 2014 | < 1 |
| Weston Securities Corporation | Wellesley, MA | Feb 2007 - Jun 2014 | 7 |
- MA
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Total Assets Under Management13MILLIONS
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Total Number of Accounts40ACCOUNTS
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Average Account Value$332,950
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
MA
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