Brian Garrett Hennessy
Investment adviser representative at Stage Harbor Financial
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
Are you Brian Garrett Hennessy? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Stage Harbor Financial, LLCFeb 2018 to now
- Hennessy Financial ServicesOct 2014 to now
- Mass General HospitalJun 2014 to Aug 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Stage Harbor Financial
Legal name: Stage Harbor Financial, LLC
$1.1BAssets managed
348Clients
7Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5485004
- Firm CRD
- 289725