AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
LM

Luke V. Mccullough

FIDUCIARY WEALTH PARTNERS
NEWTON LOWER FALLS, MA 02462
CRD#: 8058289
Some features on this profile are disabled
LM
Luke V McculloughFIDUCIARY WEALTH PARTNERS

Professional summary

Luke V Mccullough is a registered financial advisor currently at FIDUCIARY WEALTH PARTNERS, LLC located in Newton Lower Falls, Massachusetts.

Luke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Luke has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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 Luke V Mccullough'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 8, 2026 - 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

June 20, 2025 - December 4, 2025

EDWARD JONES

RIA
CRD#: 250
NORTH DARTMOUTH, MA
Past

May 21, 2025 - December 4, 2025

EDWARD JONES

BD
CRD#: 250
NORTH DARTMOUTH, 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".
FW
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
(2/8/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/11/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/21/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/23/2025
Securities Industry Essentials Examination

Current Firm

FW
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)
Loading...

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
9

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 Accounts459
AUM (Assets Under Management)$ 1,396,302,564

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

FIDUCIARY WEALTH PARTNERS, LLC

CRD#: 160696Newton Lower Falls, MA 02462

TRUST BUT VERIFY

Monitor Luke Mccullough

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
HS
Heather ScearceAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
BURLINGTON, MA
TR
Tamara RoseAdvisorCheck Check Mark
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
RR
BOSTON, MA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.