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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 | 2024-03-21 |
Branch Locations
2310 Washington Street 3Rd Floor, Newton Lower Falls, MA 02462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blum Shapiro & Company, Pc | Newton | MA | 01/2014 | 12/2020 |
| Clifton Larson Allen Llp | Newton | MA | 01/2021 | 12/2023 |
| Fiduciary Wealth Partners Llc | Boston | MA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-04 |
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