Ines Seferi, financial advisor Hingham MA
93 score

Ines Seferi

CRD Number: 6034031
Current Firm: One Charles Private Wealth, LLC

Ines Seferi (CRD# 6034031) is an Investment Advisor Representative working at One Charles Private Wealth, LLC in Hingham, MA and has over 5 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
Ines Seferi Marblehead, MA Sep 2008 - Apr 2013 4
Axa Advisors, LLC New York, NY May 2012 - Nov 2012 < 1
Johnson & Wales Providence, RI Sep 2008 - Feb 2012 3
Hasbro Wellesley, MA May 2011 - Oct 2011 < 1
Dr. Elmir Sehic Yarmport, MA Jun 2007 - Aug 2011 4
Adage Capital Boston, MA Feb 2011 - Mar 2011 < 1
Arts & Cultural Alliance Newport County, RI Mar 2009 - Feb 2010 < 1
The Mercantile Dennis, MA Oct 2006 - Aug 2008 1
Dyrhs Yarmouth, MA Sep 2005 - Jun 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2012
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Ines Seferi
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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Clean Record
This advisor has a clean track record with regulators.

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