PM
PM

Preston Daniel Mcswain

15 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
102 clients
Average Client Portfolio
$13.7M average
Assets Under Management
$1.4B

Fee Structure

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Location

177 Huntington Ave., 17th Floor, Boston, MA, 02115

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History

Regulatory History (1)
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Customer Dispute
March 2011
Settled
Employment History
Current Registrations
Fiduciary Wealth Partners, LLC
March 2012 - Present · 13 yrs 11 mos
Previous Registrations
Barclays Capital INC.
April 2010 - January 2012 · 1 yr 9 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.