Daniel P Grenier
Investment adviser representative at Fiduciary Wealth Partners, LLC
11 yearsExperience
1 stateRegistered in
$1.5BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Fiduciary Wealth Partners, LLCMay 2021 to now
- Beacon Pointe Advisors, LLCJul 2018 to Apr 2021
- MML Investors ServicesJun 2015 to Jul 2018
- Mass Mutual Life Insurance CompanyApr 2015 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MA).
Fiduciary Wealth Partners, LLC
$1.5BAssets managed
116Clients
5Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6350614
- Firm CRD
- 160696