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).

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 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 7 years of experience in the finance industry.

2
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 4 years of experience in the finance industry.

3
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 16 years of experience in the finance industry.

4
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 11 years of experience in the finance industry.

5
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 7 years of experience in the finance industry.

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