DH
Drew C. Hanessian
BALLAST POINT FINANCIAL PLANNING
Norfolk, VA
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CRD#: 5565375
DH
Professional summary
Drew Clinton James Hanessian, who also goes by Drew C. Hanessian, Drew C. J. Hanessian, Drew Hanessian, is a registered financial advisor currently at BALLAST POINT FINANCIAL PLANNING, LLC located in Norfolk, Virginia.
Drew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Drew has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Drew C. Hanessian | Drew C. J. Hanessian | Drew Hanessian
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name: Columbia University. Investment-related: No. Address: 116th and Broadway, New York, NY 10027. Nature: Educational institution. Position: Course Associate. Start date: 10/14/2024. Approximate hours per month: 20. Approximate hours during securities trading hours: 0. Duties: Responding to and grading discussion posts and writing assignments, holding office hours weekly, facilitating group projects, and providing feedback and insights to course instructor.
CRS (Client Relationship Summary) - RIA
Click below to view Drew Clinton James Hanessian's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 27, 2021 - Present
BALLAST POINT FINANCIAL PLANNING, LLC
RIA
CRD#: 283295
Norfolk, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BALLAST POINT FINANCIAL PLANNING, LLC
BALLAST POINT FINANCIAL PLANNING, LLC
CRD#: 283295 / SEC#: 801-132445
RIA
Registered Investment Advisory firm - (4/22/2025 Approved)California
Registered Investment Advisory firm - (5/23/2025 Terminated)Florida
Registered Investment Advisory firm - (4/23/2025 Terminated)Kansas
Registered Investment Advisory firm - (4/23/2025 Terminated)Louisiana
Registered Investment Advisory firm - (4/23/2025 Terminated)Michigan
Registered Investment Advisory firm - (5/1/2025 Terminated)Oregon
Registered Investment Advisory firm - (5/12/2025 Terminated)South Carolina
Registered Investment Advisory firm - (10/25/2022 Terminated)Texas
Registered Investment Advisory firm - (4/23/2025 Terminated)Virginia
Registered Investment Advisory firm - (5/6/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/27/2021)
IAR
Louisiana(9/24/2023)
IAR
Texas(1/7/2022)
IAR
Virginia(8/14/2023)
Current Firm
BALLAST POINT FINANCIAL PLANNING, LLC
BALLAST POINT FINANCIAL PLANNING, LLC
CRD#: 283295 / SEC#: 801-132445
RIA
Registered Investment Advisory firm - (4/22/2025 Approved)California
Registered Investment Advisory firm - (5/23/2025 Terminated)Florida
Registered Investment Advisory firm - (4/23/2025 Terminated)Kansas
Registered Investment Advisory firm - (4/23/2025 Terminated)Louisiana
Registered Investment Advisory firm - (4/23/2025 Terminated)Michigan
Registered Investment Advisory firm - (5/1/2025 Terminated)Oregon
Registered Investment Advisory firm - (5/12/2025 Terminated)South Carolina
Registered Investment Advisory firm - (10/25/2022 Terminated)Texas
Registered Investment Advisory firm - (4/23/2025 Terminated)Virginia
Registered Investment Advisory firm - (5/6/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
340 Lorton Ave Ste 216, Burlingame, CA 94010
Mailing Address
Phone number
(650) 636-7526
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 197 |
| AUM (Assets Under Management) | $ 130,333,588 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
