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RIA / WealthAdvisorCertified Financial Planner15 years in industry

BRIAN GARRETT HENNESSY

Advisor at HENNESSY FINANCIAL SERVICES

WESTWOOD, MA | MEDFORD, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:25447c66-6f2d-588f-2048-28abb2073c3e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 10, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HENNESSY FINANCIAL SERVICES
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 10, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 2
Registered states: 1
Designations: Certified Financial Planner
First registration: Jun 10, 2011
Dual registered: no
IAPD individual key: 5485004

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STAGE HARBOR FINANCIAL	Independent wealth	Jun 29, 2018	n/a	yes	WESTWOOD, MA	Current employment
HENNESSY FINANCIAL SERVICES	State registered	Dec 3, 2014	n/a	yes	MEDFORD, MA	Current employment
HENNESSY FINANCIAL SERVICES	n/a	Jul 16, 2014	Dec 26, 2014	no	MELROSE, MA	Previous registration
WASHINGTON TRUST ADVISORS	Independent wealth	Jun 10, 2011	Jun 20, 2014	no	WELLESLEY, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HENNESSY FINANCIAL SERVICES	HENNESSY FINANCIAL SERVICES	Dec 26, 2014	Dec 3, 2014	-23	Firm change	Other
WASHINGTON TRUST ADVISORS	HENNESSY FINANCIAL SERVICES	Jun 20, 2014	Jul 16, 2014	26	Firm change	Other

Relationships

Registered with (4)

→ STAGE HARBOR FINANCIALRegistered adviserregistration: current employment
Jun 29, 2018 to presentfactForm ADV
→ HENNESSY FINANCIAL SERVICESRegistered adviserregistration: current employment
Dec 3, 2014 to presentfactForm ADV
→ HENNESSY FINANCIAL SERVICESRegistered adviserregistration: previous registration
Jul 16, 2014 to Dec 26, 2014factForm ADV
→ WASHINGTON TRUST ADVISORSRegistered adviserregistration: previous registration
Jun 10, 2011 to Jun 20, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:25447c66-6f2d-588f-2048-28abb2073c3e
First observed: Jun 10, 2011
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BRIAN GARRETT HENNESSY

Advisor at HENNESSY FINANCIAL SERVICES

WESTWOOD, MA | MEDFORD, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:25447c66-6f2d-588f-2048-28abb2073c3e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:06 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

STAGE HARBOR FINANCIAL

Independent wealth

Jun 29, 2018

n/a

yes

WESTWOOD, MA

Current employment

HENNESSY FINANCIAL SERVICES

State registered

Dec 3, 2014

n/a

yes

MEDFORD, MA

Current employment

HENNESSY FINANCIAL SERVICES

n/a

Jul 16, 2014

Dec 26, 2014

MELROSE, MA

Previous registration

WASHINGTON TRUST ADVISORS

Independent wealth

Jun 10, 2011

Jun 20, 2014

WELLESLEY, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

HENNESSY FINANCIAL SERVICES

Dec 26, 2014

Dec 3, 2014

-23

Firm change

Other

WASHINGTON TRUST ADVISORS

HENNESSY FINANCIAL SERVICES

Jun 20, 2014

Jul 16, 2014

Firm change

Other