ONE CHARLES PRIVATE WEALTH SERVICES, LLC

ONE CHARLES PRIVATE WEALTH SERVICES, LLC of HINGHAM, MA is an SEC-registered investment adviser (CRD 286635). Regulatory assets under management: $1.1B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

Officers, owners & control persons (10)

NameRoleLocation
Paul Andrew SquarciaFOUNDING PARTNER AND CCO
Erik Randall WallinLEAD ADVISOR
DOUMA TODD MACARTHURLEAD ADVISOR; PRINCIPAL & SENIOR ADVISER
SQUARCIA PAUL ANDREWCHIEF COMPLIANCE OFFICER, FOUNDING PARTNER; FOUNDING PARTNER; FOUNDING PARTNER AND CCO
WALLIN ERIK RANDALLLEAD ADVISOR; MANAGING PARTNER
Desmarais Pamela AnneCHIEF OPERATING OFFICER
COREY HOWARD PERKINSCHIEF OPERATING OFFICER
ABBASS SUSAN ELAINECHIEF COMPLIANCE OFFICER
LYONS GAVIN DAVIDCHIEF OPERATING OFFICER
NEELEY STEVEN EUGENECHIEF INVESTMENT OFFICER

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