Preston Daniel Mcswain

Current Employers

Fiduciary Wealth Partners, Llc

2310 Washington Street 3Rd Floor, Newton Lower Falls, MA 02462 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2012-03-01

MA RA
APPROVED

Since 2012-03-01

Branch Locations

177 Huntington Ave. 17Th Floor, Boston, MA 02115 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Fiduciary Wealth Partners, Llc	Boston	MA	12/2011	Present

12/2011 → Present

Fiduciary Wealth Partners, Llc

Boston, MA

Previous Registrations

2010-04-15 → 2012-01-18

Barclays Capital Inc.

Boston, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-04-14
S63	Uniform Securities Agent State Law Examination	1993-02-22

S65 Uniform Investment Adviser Law Examination

2010-04-14
S63 Uniform Securities Agent State Law Examination

1993-02-22

View on SEC IAPD

Current Employers

Fiduciary Wealth Partners, Llc

Disclosures

Employment History

Previous Registrations

Exams

Other Firms

Other Investors

Other Offices

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