SH
CFP
SH
CFP

Sean Hennessey

24 Years of Experience
Dallas, TX
1 DisclosureBroker

Sean Hennessey is a CFP-designated registered investment advisor, based in Dallas, TX, with 24 years of industry experience.

Location

100 Crescent Ct, Ste 1000, Dallas, TX, 75201

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History

Regulatory History (1)
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Customer Dispute
June 2009
Settled
Other Business Activities

Sean owns a rental house since April 2025, collecting rent and maintaining the property. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 7 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 7 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 7 mos
Previous Registrations
Bb&t Securities, LLC
June 2019 - February 2021 · 1 yr 8 mos
Bb&t Securities, LLCBroker
June 2019 - February 2021 · 1 yr 8 mos
Alden Capital
October 2018 - June 2019 · 8 mos
J. Alden Associates, INC.Broker
August 2018 - June 2019 · 10 mos
Share Financial Services, INC.Broker
December 2016 - February 2017 · 2 mos
Wells Fargo Advisors, LLC
July 2009 - November 2016 · 7 yrs 4 mos
Wells Fargo Advisors, LLCBroker
July 2009 - November 2016 · 7 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2006 - July 2009 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2006 - July 2009 · 2 yrs 10 mos
Banc of America Investment Services, INC.
February 2002 - September 2006 · 4 yrs 7 mos
Banc of America Investment Services, INC.Broker
November 1999 - September 2006 · 6 yrs 10 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Sean Hennessey - Financial Advisor | TrueAdvisor