Preston
Mcswain

Fiduciary Wealth Partners, LLC

CRD#2320744
Investment Advisor
in Boston, MA

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About this Advisor

Preston Mcswain is a financial advisor based in Boston, Massachusetts, working with Fiduciary Wealth Partners, LLC. Preston has previously held a position at Fiduciary Wealth Partners, LLC. Preston has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Massachusetts. Currently, Preston is part of Fiduciary Wealth Partners, LLC, which operates out of Boston, Massachusetts. The firm has 8 employees and manages assets totaling $1.3 billion. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Fiduciary Wealth Partners, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

177 Huntington Ave. 17Th Floor
Boston, MA 02115

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Fiduciary Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$1,325,354,360

MA Average: $16,012,751,954
Total Number of Employees

8

MA Average: 118
Total Number of Accounts

472

MA Average: 4,567
Average Account Size

$2,807,954

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Preston Mcswain Work History

2011 - Present (13 years)

Fiduciary Wealth Partners, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Preston Mcswain to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fiduciary Wealth Partners, LLC

Ralph Wetmore
Boston, MA
Stephen Bonder
Boston, MA
Erik Marr
Boston, MA
Preston Mcswain
Boston, MA
James Cornell
Boston, MA
Daniel Grenier
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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