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Fiduciary Wealth Partners, LLC CRD 160696
$1.54B regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2310 Washington Street 3Rd Floor, Newton Lower Falls, MA 02462 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2012-03-01 |
Branch Locations
177 Huntington Ave. 17Th Floor, Boston, MA 02115 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fiduciary Wealth Partners, Llc | Boston | MA | 12/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-22 |
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