Daniel P. Grenier

FIDUCIARY WEALTH PARTNERS

NEWTON LOWER FALLS, MA 02462

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CRD#: 6350614

Professional summary

Daniel P Grenier is a registered financial advisor currently at FIDUCIARY WEALTH PARTNERS, LLC located in Newton Lower Falls, Massachusetts.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Daniel has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel P Grenier's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 4, 2022 - Present

FIDUCIARY WEALTH PARTNERS, LLC

Office #1: 2310 Washington Street 3rd Floor, Newton Lower Falls, MA 02462

RIA

CRD#: 160696

NEWTON LOWER FALLS, MA

Past

August 27, 2015 - June 27, 2018

MML INVESTORS SERVICES, LLC

CRD#: 10409

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIDUCIARY WEALTH PARTNERS, LLC

FIDUCIARY WEALTH PARTNERS, LLC | SJM FIDUCIARY ADVISORS, LLC

CRD#: 160696 / SEC#: 801-73067

RIA

Registered Investment Advisory firm - (1/27/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(2/4/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/13/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/11/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/27/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/27/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FIDUCIARY WEALTH PARTNERS, LLC

FIDUCIARY WEALTH PARTNERS, LLC | SJM FIDUCIARY ADVISORS, LLC

CRD#: 160696 / SEC#: 801-73067

RIA

Registered Investment Advisory firm - (1/27/2012 Approved)

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Contact information

Main Address

2310 Washington Street 3rd Floor, Newton Lower Falls, MA 02462

Mailing Address

Phone number

(617) 602-1900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDUCIARY WEALTH PARTNERS, LLC DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	459
AUM (Assets Under Management)	$ 1,396,302,564

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
06/11/2025	Cover Page	Report
08/02/2024	Cover Page	Report
07/24/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Daniel P. Grenier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel P Grenier's CRS (Customer Relationship Summary).

Certified licenses

Experience

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

FIDUCIARY WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/13/2021

Series 63

Date: 11/11/2015

SIE

Date: 6/27/2018

Series 6

Date: 8/27/2015

Current Firm

FIDUCIARY WEALTH PARTNERS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FIDUCIARY WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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