James Cornell (CRD# 2826487) is an Investment Advisor Representative working at Fiduciary Wealth Partners, LLC in Boston, MA and has over 27 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fiduciary Wealth Partners | Boston, MA | Nov 2014 - Current | 9 |
| Bollard Group | Boston, MA | Jan 2011 - Nov 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1996 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1997 |
- FL
- MA
- NH
-
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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