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Justin David Hennessy

F/m Investments LLC

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About Justin David Hennessy

Justin Hennessy is a registered investment advisor representative with F/m Investments LLC, based in Norwood, MA. Justin has been in the industry since 2000 and has experience with both individual and institutional clients. He specializes in portfolio management for businesses, individuals, and investment companies. Justin also offers advisory services in pension consulting and selection of other advisors. Justin previously worked at Ross, Sinclair & Associates, LLC, and Northern Capital Securities Corporation.

Firm Information

Justin Hennessy is currently registered with F/m Investments LLC. F/m Investments LLC is an investment advisor based in WASHINGTON, DC. The firm manages $1 billion - $10 billion in assets for individuals, businesses, investment companies, pooled investment vehicles, pension plans, and other entities. They offer portfolio management and advisory services, including pension consulting and selection of other advisors. F/m Investments LLC has 35 investment advisory functions and 24 investment adviser representatives. The firm also participates in wrap fee programs.
F/m Investments LLC

3050 K. ST NW

WASHINGTON, DC 20007

$12.85B

Assets Under Management

15

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Justin Hennessy’s Registration & Firm History

MA

08/25/2020 - Present

F/m Investments LLC (Norwood MA)

MA

05/12/2011 - 06/22/2020

ROSS, SINCLAIRE & ASSOCIATES, LLC (BOSTON MA)

MA

08/05/2009 - 03/22/2011

NORTHERN CAPITAL SECURITIES CORPORATION (NORTH ANDOVER MA)

NY

09/27/2000 - 08/05/2009

SECURITY DEALERS GUILD, INC. (RYE BROOK NY)

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Licenses & Designations

IA

Issued 02/07/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/26/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin David Hennessy.
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