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Angela Squarcia

ONE CHARLES PRIVATE WEALTH, LLC·HINGHAM, Massachusetts
Clean recordONE CHARLES PRIVATE WEALTH, LLC
99 DERBY STREET, HINGHAM, MA 02043CRD# 6549349Firm CRD# 281121

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Angela Squarcia · HINGHAM, MA
Registration
CRD #6549349 · ONE CHARLES PRIVATE WEALTH, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Angela Squarcia is a registered financial advisor based in HINGHAM, Massachusetts, affiliated with ONE CHARLES PRIVATE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ONE CHARLES PRIVATE WEALTH, LLC
ONE CHARLES PRIVATE WEALTH, LLC
AUM
$204M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ONE CHARLES PRIVATE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6549349
Firm CRD# 281121
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Angela Squarcia offer?
Angela Squarcia specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HINGHAM, Massachusetts for a consultation.
What are Angela Squarcia's credentials?
Angela Squarcia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Angela Squarcia located?
Angela Squarcia is based in HINGHAM, Massachusetts, working with ONE CHARLES PRIVATE WEALTH, LLC. Their office serves clients in the HINGHAM metropolitan area and surrounding communities.
How does Angela Squarcia charge for services?
Angela Squarcia's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ONE CHARLES PRIVATE WEALTH, LLC?
ONE CHARLES PRIVATE WEALTH, LLC has approximately 7 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Geoffrey Allen Gorman
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Research
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