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Daniel Francis Hession

Investment Adviser Representative at TREVIAN WEALTH MANAGEMENT, LLC

Boca Raton, FLCRD #6810243Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
States Registered
6 states
Exams Passed
2

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 6 states
CaliforniaFloridaMassachusettsNew HampshireNew YorkTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/23/2022
Series 3
National Commodity Futures Examination
Passed 1/5/2017

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $3,000,0001.20%
Next $3,000,0001.00%
Next $14,000,0000.70%
Above $20,000,0000.50%
Account minimum: $2,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

TREVIAN WEALTH Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Francis Hession has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Daniel Francis Hession - Financial Advisor in Boca Raton, FL | AdvisorFinder