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Preston Daniel Mcswain

FIDUCIARY WEALTH PARTNERS, LLC·NEWTON LOWER FALLS, Massachusetts
Series 6, Series 7, Series 9, Series 10, Series 63, Series 6516 years registeredFIDUCIARY WEALTH PARTNERS, LLC
2310 WASHINGTON STREET, NEWTON LOWER FALLS, MA 02462CRD# 2320744Firm CRD# 160696

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Preston Daniel Mcswain · NEWTON LOWER FALLS, MA
Registration
CRD #2320744 · FIDUCIARY WEALTH PARTNERS, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

FIDUCIARY WEALTH PARTNERS, LLC
Mar 2012 – present
BARCLAYS CAPITAL INC.
Apr 2010 – Jan 2012
BOSTON, MA
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 9
Series 10
Series 63
Series 65
Registration record
First registered · April 15, 2010
Years registered · 16
03

Disclosure History

2011Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 →
Introduction

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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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Other Advisors at FIDUCIARY WEALTH PARTNERS, LLC

James Keen Cornell
NEWTON LOWER FALLS, MA
Erik Robert Marr
NEWTON LOWER FALLS, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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