Daniel F. Hession

TREVIAN WEALTH MANAGEMENT

Boca Raton, FL

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CRD#: 6810243

Professional summary

Daniel Francis Hession III, who also goes by Daniel Francis Hession, is a registered financial advisor currently at TREVIAN WEALTH MANAGEMENT, LLC located in Boca Raton, Florida.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Daniel has worked at 1 firm and has passed the Series 65 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Francis Hession

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Francis Hession III's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 23, 2022 - Present

TREVIAN WEALTH MANAGEMENT, LLC

RIA

CRD#: 174412

Boca Raton, FL

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".

TREVIAN WEALTH MANAGEMENT, LLC

CRD#: 174412 / SEC#: 801-121077

RIA

Registered Investment Advisory firm - (4/30/2021 Approved)

California

Registered Investment Advisory firm - (6/29/2021 Terminated)

Massachusetts

Registered Investment Advisory firm - (5/14/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(9/23/2022)

IAR

Florida
(11/12/2025)

IAR

Massachusetts
(10/25/2022)

IAR

New Hampshire
(9/23/2022)

IAR

New York
(11/13/2025)

IAR

Texas
(9/23/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/23/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 1/5/2017

National Commodity Futures Examination

Current Firm

TREVIAN WEALTH MANAGEMENT, LLC

CRD#: 174412 / SEC#: 801-121077

RIA

Registered Investment Advisory firm - (4/30/2021 Approved)

California

Registered Investment Advisory firm - (6/29/2021 Terminated)

Massachusetts

Registered Investment Advisory firm - (5/14/2021 Terminated)

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Contact information

Main Address

Weston, MA

Mailing Address

Phone number

(847) 347-3000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TREVIAN ADV 2A (3/14/2025)

Regulatory assets under management

Total Number of Accounts	627
AUM (Assets Under Management)	$ 549,910,375

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/26/2025	Cover Page	Report
05/14/2025	Cover Page	Report
01/24/2025	Cover Page	Report
01/24/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Daniel F. Hession

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Francis Hession III's CRS (Customer Relationship Summary).

Certified licenses

Experience

TREVIAN WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

TREVIAN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/23/2022

Series 3

Date: 1/5/2017

Current Firm

TREVIAN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TREVIAN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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