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Preston Daniel Mcswain

FIDUCIARY WEALTH PARTNERS, LLC·NEWTON LOWER FALLS, Massachusetts
Unclaimed Profile
2310 WASHINGTON STREET, NEWTON LOWER FALLS, MA 02462CRD# 2320744Firm CRD# 160696
01

About

Preston Daniel Mcswain 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# 2320744
Firm CRD# 160696
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Preston Daniel Mcswain offer?
Preston Daniel Mcswain specializes in Financial Planning, Investment Management. Contact their office in NEWTON LOWER FALLS, Massachusetts for a consultation.
What are Preston Daniel Mcswain's credentials?
Preston Daniel Mcswain is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Preston Daniel Mcswain located?
Preston Daniel Mcswain 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 Preston Daniel Mcswain charge for services?
Preston Daniel Mcswain'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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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
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