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James Keen Cornell

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
NH RA APPROVED 2023-12-07
MA RA APPROVED 2015-06-01
  • NH RA
    APPROVED
    Since 2023-12-07
  • MA RA
    APPROVED
    Since 2015-06-01

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
Fiduciary Wealth Partners Boston MA 11/2014 Present
  • 11/2014 → Present
    Fiduciary Wealth Partners
    Boston, MA
Previous Registrations
  • 2008-02-27 → 2010-08-10
    Global Portfolio Strategies, Inc.
    Hartford, CT
  • 1997-11-26 → 2008-02-28
    Strategic Advisers Llc
    Boston, MA
  • 2001-02-08 → 2007-03-28
    Fidelity Personal Trust Company, Fsb
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-10-06
S63 Uniform Securities Agent State Law Examination 1996-12-02
  • S65 Uniform Investment Adviser Law Examination
    1997-10-06
  • S63 Uniform Securities Agent State Law Examination
    1996-12-02

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
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