Managing Partner · Fiduciary Wealth Partners, LLC
James K. Cornell
CRD 2826487 · Named on Form ADV at one SEC-registered adviser
At a glance
Fiduciary Wealth Partners, LLC, an SEC-registered wealth manager based in Newton Lower Falls, MA with $1.5 billion in regulatory assets, lists James K. Cornell on its Form ADV as Managing Partner, a control person.
Firms and roles
- Fiduciary Wealth Partners, LLCManaging PartnerWealth manager · Newton Lower Falls, MA · $1.5B in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Preston D. McSwainManaging Partner, Fiduciary Wealth Partners, LLC
- Erik R. MarrCCO, Fiduciary Wealth Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.