Morgan Stanley
47yrs
Top advisor by experience in New York
8yrs
Hope Hennessy
Financial advisor at Strategic Advisers
Hope Hennessy has worked in the financial industry for 8 years and is a fiduciary financial advisor based in New York, New York. Hope has been with Strategic Advisers since 2025; before that, Hope spent five years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?More experience than 53% of advisors at Strategic Advisers
Office320 Park Avenue, New York, NY 10022
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2020 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Hope
Local office(212) 314-0484Ask for Hope. (617) 563-7000Main office · Boston, MA 320 Park AvenueNew York, NY 10022Office · Get directions
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Questions to ask Hope
Tailored to Hope’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Hope
How do I contact Hope?
Call Hope’s local office at (212) 314-0484 or the Strategic Advisers main office at (617) 563-7000, and ask for Hope Hennessy.
How long has Hope been a financial advisor?
Hope has been in the industry since 2018, about 8 years. More experience than 53% of advisors at Strategic Advisers.
What licenses does Hope hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Hope a fiduciary?
Hope is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Hope paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Hope for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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