One Charles Private Wealth

One Charles Private Wealth (CRD# 286635) is a financial advisory firm headquartered in Hingham, MA. They manage $715,146,202 in 342 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
99 Derby Street, Suite 100, Hingham, MA 02043
https://ocpws.com
By the Numbers
  • Total Assets Under Management
    715
    MILLION
  • Total Number of Accounts
    342
    ACCOUNTS
  • Average Account Value
    $2,091,071
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, ID, MA, MT, NH, NY, RI, TX, VA

Financial Advisors at One Charles Private Wealth
Showing 1 - 3 of 3 top financial advisors.
1
Paul Squarcia, financial advisor Hingham MA
Paul A. Squarcia
CRD#: 4196537
99 Derby Street, Suite 100, Hingham, MA 02043

Paul Squarcia (CRD# 4196537) is an Investment Advisor Representative working at One Charles Private Wealth in Hingham, MA and has over 23 years of experience in the finance industry.

2
Erik Wallin, financial advisor Hingham MA
Erik R. Wallin
CRD#: 4406538
99 Derby Street, Suite 100, Hingham, MA 02043

Erik Wallin (CRD# 4406538) is an Investment Advisor Representative working at One Charles Private Wealth in Hingham, MA and has over 19 years of experience in the finance industry.

3
Carter Scheetz, financial advisor Hingham MA
Carter Scheetz
CRD#: 6392385
99 Derby Street, Suite 100, Hingham, MA 02043

Carter Scheetz (CRD# 6392385) is an Investment Advisor Representative working at One Charles Private Wealth 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.

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