ONE CHARLES PRIVATE WEALTH SERVICES, LLC

ONE CHARLES PRIVATE WEALTH
HINGHAM, Massachusetts·4 registered advisors·CRD# 286635
SEC# 801-1099731617-337-4208
01

Firm Overview

AUM
$715M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REV SHARE ON ELIGIBLE CREDIT & CASH SOLUTIONS, FOCUS RISK SOL
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ONE CHARLES PRIVATE WEALTH SERVICES, LLC

4 registered advisors
Erik Randall Wallin
HINGHAM, Massachusetts
Howard Perkins Corey
HINGHAM, Massachusetts
Pamela Anne Desmarais
HINGHAM, Massachusetts
Paul Andrew Squarcia
HINGHAM, Massachusetts
05

Office Locations

HINGHAM, Massachusetts
4 advisors

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Data sourced from SEC Form ADV filings. ONE CHARLES PRIVATE WEALTH SERVICES, LLC (CRD# 286635) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.