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Weston, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-13 |
| FL | RA | APPROVED | 2025-11-12 |
| MA | RA | APPROVED | 2022-10-25 |
| CA | RA | APPROVED | 2022-09-23 |
| NH | RA | APPROVED | 2022-09-23 |
| TX | RA | APPROVED | 2022-09-23 |
Branch Locations
Boca Raton, FL • United States
Weston, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trevian Wealth Management | Weston | MA | 06/2022 | Present |
| Gelber Group | Chicago | IL | 08/2020 | 06/2022 |
| Algo Trading Startup | San Francisco | CA | 05/2018 | 08/2020 |
| Carnegie Mellon University | Pittsburgh | PA | 05/2014 | 05/2018 |
| Convergex (Acquired By Cowen) | New York | NY | 05/2017 | 08/2017 |
Daniel F. Hession III is the owner of Vydion LLC which is an unrelated entity, which provides consulting services to businesses and their owners. The consulting services encompass business operations, business strategy and execution of business plans and goals. This activity presents a conflict of interest as Daniel F. Hession III dedicates time to this outside business activity which could otherwise be spent on his role at Trevian Wealth Management. Any compensation received by Daniel F. Hession III for his involvement with Vydion LLC is paid to him directly and not through Trevian Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-23 |
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