TrueAdvisor
TrueAdvisor
Browse
Learn
Feedback
PM
PM
Preston Daniel Mcswain
Fiduciary Wealth Partners, LLC
15 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
High Net Worth
Fiduciary Wealth Partners, LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
7 advisors
Number of Clients
102 clients
Average Client Portfolio
$13.7M average
Assets Under Management
$1.4B
Fee Structure
Investment Management
Planning
Loading...
Location
177 Huntington Ave., 17th Floor, Boston, MA, 02115
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
March 2011
Settled
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Fiduciary Wealth Partners, LLC
March 2012 - Present · 13 yrs 11 mos
Previous Registrations
Barclays Capital INC.
April 2010 - January 2012 · 1 yr 9 mos
State Registrations
1 state
MA
Advisor
Exams
No exam information available for this advisor.