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James Keen Cornell

FIDUCIARY WEALTH PARTNERS, LLC·NEWTON LOWER FALLS, Massachusetts
Series 7, Series 24, Series 63, Series 65Clean record28 years registeredFIDUCIARY WEALTH PARTNERS, LLC
2310 WASHINGTON STREET, NEWTON LOWER FALLS, MA 02462CRD# 2826487Firm CRD# 160696

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Keen Cornell · NEWTON LOWER FALLS, MA
Registration
CRD #2826487 · FIDUCIARY WEALTH PARTNERS, LLC · 28 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: FIDUCIARY WEALTH PARTNERS, LLC
FIDUCIARY WEALTH PARTNERS, LLC
Jun 2015 – May 2026
NEWTON LOWER FALLS, MA
GLOBAL PORTFOLIO STRATEGIES, INC.
Feb 2008 – Aug 2010
HARTFORD, CT
FIDELITY PERSONAL TRUST COMPANY, FSB
Feb 2001 – Mar 2007
BOSTON, MA
STRATEGIC ADVISERS, INC.
Nov 1997 – Feb 2008
BOSTON, MA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · November 26, 1997
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FIDUCIARY WEALTH PARTNERS, LLC
CRD 160696 · SEC 801-73067
AUM
$1.3B
Regulatory assets under management
Employees
8
472 client accounts
Services offered by FIDUCIARY WEALTH PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FIDUCIARY WEALTH PARTNERS, LLC →
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05

Frequently Asked Questions

What services does James Keen Cornell offer?
James Keen Cornell specializes in Financial Planning, Investment Management.
What are James Keen Cornell's credentials?
James Keen Cornell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Keen Cornell located?
James Keen Cornell is based in NEWTON LOWER FALLS, Massachusetts, last registered with FIDUCIARY WEALTH PARTNERS, LLC.
How does James Keen Cornell charge for services?
James Keen Cornell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIDUCIARY WEALTH PARTNERS, LLC?
FIDUCIARY WEALTH PARTNERS, LLC has approximately 8 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FIDUCIARY WEALTH PARTNERS, LLC

Erik Robert Marr
NEWTON LOWER FALLS, MA
Preston Daniel Mcswain
NEWTON LOWER FALLS, MA

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