Daniel Grenier (CRD# 6350614) is an Investment Advisor Representative working at Fiduciary Wealth Partners, LLC in Boston, MA and has over 8 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fiduciary Wealth Partners, LLC | Boston, MA | May 2021 - Current | 3 |
| Beacon Pointe Advisors, LLC | Waltham, MA | Jul 2018 - Apr 2021 | 2 |
| Mml Investors Services | Boston, MA | Jun 2015 - Jul 2018 | 3 |
| Mass Mutual Life Insurance Company | Boston, MA | Apr 2015 - Jul 2018 | 3 |
| Providence College | Providence, RI | Sep 2011 - May 2015 | 3 |
| Student | Danbury, CT | May 2005 - May 2015 | 10 |
| Westport Capital Markets, LLC | Westport, CT | Apr 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2015 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- MA
-
Total Assets Under Management1,325MILLIONS
-
Total Number of Accounts472ACCOUNTS
-
Average Account Value$2,807,954
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
FL, MA, MI, NH, NY
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