AdvisorOS Directory
Claim Profile
JC

James Keen Cornell

FIDUCIARY WEALTH PARTNERS, LLC·NEWTON LOWER FALLS, Massachusetts
Unclaimed Profile
2310 WASHINGTON STREET, NEWTON LOWER FALLS, MA 02462CRD# 2826487Firm CRD# 160696
01

About

James Keen Cornell is a registered financial advisor based in NEWTON LOWER FALLS, Massachusetts, affiliated with FIDUCIARY WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FIDUCIARY WEALTH PARTNERS, LLC
FIDUCIARY WEALTH PARTNERS, LLC
AUM
$1.3B
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at FIDUCIARY WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2826487
Firm CRD# 160696
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWTON LOWER FALLS?

Browse all registered financial advisors in NEWTON LOWER FALLS, Massachusetts or claim this profile if it's yours.

Browse NEWTON LOWER FALLS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Keen Cornell offer?
James Keen Cornell specializes in Financial Planning, Investment Management. Contact their office in NEWTON LOWER FALLS, Massachusetts for a consultation.
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, working with FIDUCIARY WEALTH PARTNERS, LLC. Their office serves clients in the NEWTON LOWER FALLS metropolitan area and surrounding communities.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEWTON LOWER FALLS
Keith David Hartt — BOGLE INVESTMENT MANAGEMENT L PJohn Clifton Bogle Jr. — BOGLE INVESTMENT MANAGEMENT L PLisa Ann Lafrance — BOGLE INVESTMENT MANAGEMENT L PBritt Stephanie Bardinelli — BOGLE INVESTMENT MANAGEMENT L PErik Robert Marr — FIDUCIARY WEALTH PARTNERS, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile