ONE CHARLES PRIVATE WEALTH SERVICES, LLC of HINGHAM, MA is an SEC-registered investment adviser (CRD 286635). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Paul Andrew Squarcia | FOUNDING PARTNER AND CCO | — |
| Erik Randall Wallin | LEAD ADVISOR | — |
| DOUMA TODD MACARTHUR | LEAD ADVISOR; PRINCIPAL & SENIOR ADVISER | — |
| SQUARCIA PAUL ANDREW | CHIEF COMPLIANCE OFFICER, FOUNDING PARTNER; FOUNDING PARTNER; FOUNDING PARTNER AND CCO | — |
| WALLIN ERIK RANDALL | LEAD ADVISOR; MANAGING PARTNER | — |
| Desmarais Pamela Anne | CHIEF OPERATING OFFICER | — |
| COREY HOWARD PERKINS | CHIEF OPERATING OFFICER | — |
| ABBASS SUSAN ELAINE | CHIEF COMPLIANCE OFFICER | — |
| LYONS GAVIN DAVID | CHIEF OPERATING OFFICER | — |
| NEELEY STEVEN EUGENE | CHIEF INVESTMENT OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| FT. LAUDERDALE | FL | 1 | 617-337-4208 |