One Charles Private Wealth, LLC

One Charles Private Wealth, LLC (CRD# 281121) is a financial advisory firm headquartered in Hingham, MA. They manage $102,200,000 in 732 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
99 Derby Street, Hingham, MA 02043
http://onecharlespw.com/
By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    732
    ACCOUNTS
  • Average Account Value
    $139,617
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NH, NJ, NY, TX

Financial Advisors at One Charles Private Wealth, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Brieanne Simon, financial advisor Hingham MA
Brieanne H. Simon
CRD#: 4816226
99 Derby Street, Hingham, MA 02043
93
Wealthminder
score

Brieanne Simon (CRD# 4816226) 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.

2
Ines Seferi, financial advisor Hingham MA
Ines Seferi
CRD#: 6034031
99 Derby Street, Hingham, MA 02043
90
Wealthminder
score

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.

3
Paul Squarcia, financial advisor Hingham MA
Paul A. Squarcia
CRD#: 4196537
99 Derby Street, Hingham, MA 02043
83
Wealthminder
score

Paul Squarcia (CRD# 4196537) is an Investment Advisor Representative working at One Charles Private Wealth, LLC in Hingham, MA and has over 17 years of experience in the finance industry.

4
Erik Wallin, financial advisor Hingham MA
Erik R. Wallin
CRD#: 4406538
99 Derby Street, Hingham, MA 02043
83
Wealthminder
score

Erik Wallin (CRD# 4406538) is an Investment Advisor Representative working at One Charles Private Wealth, LLC in Hingham, MA and has over 12 years of experience in the finance industry.

5
Chad Leverone, financial advisor Hingham MA
Chad Leverone
CRD#: 5546116
99 Derby Street, Hingham, MA 02043
81
Wealthminder
score

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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