FIDUCIARY WEALTH PARTNERS, LLC of NEWTON LOWER FALLS, MA is an SEC-registered investment adviser (CRD 160696). Regulatory assets under management: $1.5B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities, Other.
| Name | Role | Location |
|---|---|---|
| James Keen Cornell | MANAGING PARTNER | Boston, MA |
| Preston Daniel Mcswain | MANAGING PARTNER | — |
| Erik Robert Marr | CCO | — |
| CORNELL JAMES KEEN | CHIEF COMPLIANCE OFFICER; MANAGING PARTNER | — |
| MCSWAIN PRESTON DANIEL | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER; MANAGING PARTNER | — |
| MARR ERIK ROBERT | CCO | — |