Edward Hennessey
Edward Hennessey is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Clearwater, FL, with 24 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
2531 Landmark Dr., Suite 204, Clearwater, FL, 33761
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Edward works as an advisory representative of an RIA, spending full-time hours on this activity. He dedicates nearly full-time hours specifically to trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Allianz Life Financial Services, LLCBroker
Sammons Financial Network, LLCBroker
Principal Funds Distributor, INC.Broker
Principal Securities, INC.Broker
Primevest Financial Services, INC.Broker
Gwfs Equities, INC.Broker
Carillon Investments, INC.Broker
Touchstone Securities, INC.Broker
Banc of America Investment Services, INC.Broker
First Union Brokerage Services, INC.Broker
Michael Patterson, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.