Terrance P Hennessy
Investment adviser representative at Graver Capital Management, LLC
6 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$153.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
6 years in the industry.
- Graver Capital Management, LLCAug 2021 to now
- Purshe Kaplan Sterling InvestmentsSep 2021 to Dec 2022
- Northwestern MutualAug 2020 to Aug 2021
- Claire De LeighJun 2017 to Mar 2020
- StudentJun 2016 to May 2020
- The Ohio State UniversityJun 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Graver Capital Management, LLC
$153.5MAssets managed
186Clients
2Advisers
1 yearIn 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
- 7264151
- Firm CRD
- 312515