Daniel Hession (CRD# 6810243) is an Investment Advisor Representative working at Trevian Wealth Management, LLC in Weston, MA and has 1 year of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trevian Wealth Management | Weston, MA | Jun 2022 - Current | 1 |
| Gelber Group | Chicago, IL | Aug 2020 - Jun 2022 | 1 |
| Algo Trading Startup | San Francisco, CA | May 2018 - Aug 2020 | 2 |
| Carnegie Mellon University | Pittsburgh, PA | May 2014 - May 2018 | 4 |
| Convergex (acquired By Cowen) | New York, NY | May 2017 - Aug 2017 | < 1 |
| Thompson Wealth Management | Concord, MA | May 2016 - Aug 2016 | < 1 |
| Lincoln-sudbury Regional High School | Sudbury, MA | May 2010 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- CA
- MA
- NH
- TX
-
Total Assets Under Management500MILLIONS
-
Total Number of Accounts548ACCOUNTS
-
Average Account Value$912,897
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, MA, NH, TN, TX
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