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Daniel P Grenier

Fiduciary Wealth Partners, LLC

Newton Lower Falls, MA

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Current Employers
Fiduciary Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-02-04
  • MA RA
    APPROVED
    Since 2022-02-04

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mass Mutual Life Insurance Company Boston MA 04/2015 07/2018
Mml Investors Services Boston MA 06/2015 07/2018
Beacon Pointe Advisors, Llc Waltham MA 07/2018 04/2021
Fiduciary Wealth Partners, Llc Boston MA 05/2021 Present
  • 04/2015 → 07/2018
    Mass Mutual Life Insurance Company
    Boston, MA
  • 06/2015 → 07/2018
    Mml Investors Services
    Boston, MA
  • 07/2018 → 04/2021
    Beacon Pointe Advisors, Llc
    Waltham, MA
  • 05/2021 → Present
    Fiduciary Wealth Partners, Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-13
S63 Uniform Securities Agent State Law Examination 2015-11-11
  • S65 Uniform Investment Adviser Law Examination
    2021-09-13
  • S63 Uniform Securities Agent State Law Examination
    2015-11-11

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Newton Lower Falls, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Newton, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Newton, MA
MONADNOCK CAPITAL PARTNERS, LLC · Newton, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Newton Lower Falls, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Newton Lower Falls, MA
CAPTRUST · Newton, MA
LPL FINANCIAL LLC · NEWTON, MA

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