Chad Leverone, financial advisor Hingham MA
81 score

Chad Leverone

CRD Number: 5546116
Current Firm: One Charles Private Wealth, LLC

Chad Leverone (CRD# 5546116) is an Investment Advisor Representative working at One Charles Private Wealth, LLC in Hingham, MA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Nov 2015 - Current 2
One Charles Private Wealth, LLC Hingham, MA Nov 2015 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hyannis, MA Apr 2013 - Nov 2015 2
G+l's Boston Part LLC Needham, MA Apr 2006 - Aug 2014 8
Morgan Stanley Smith Barney Boston, MA Sep 2011 - Apr 2013 1
Wells Fargo Funds Distributor Boston, MA Sep 2010 - Jul 2011 < 1
Ameriprise Financial Services Charlestown, MA Jan 2009 - Mar 2010 1
Tjx Companies, Inc. Framingham, MA Jul 2002 - Oct 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Chad Leverone
Phone Number: 617-337-4206
Firm Website:
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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