RIA Intelligence

ONE CHARLES PRIVATE WEALTH, LLC

CRD #281121 SEC #801-106681 HINGHAM, MA 617-337-4206
SEC Registered
Total AUM
$204M
Discretionary
$196M
Employees
7
Clients
11
Accounts
881

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 7, 2016
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Desmarais, Pamela, AnneICHIEF OPERATING OFFICER, CLIENT SERVICESNA Control
GORMAN, GEOFFREY, ALLENICHIEF OPERATING OFFICER, BUSINESS OPERATIONSNA Control
WALLIN, ERIK, RANDALLIMANAGING PARTNERNA Control
SQUARCIA, ANGELAIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
SQUARCIA, ANGELAIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
SQUARCIA, ANGELAIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
SQUARCIA, PAUL, A.IMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
SQUARCIA, PAUL, A.IMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
SQUARCIA, PAUL, A.IMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
SQUARCIA, PAUL, ANDREWIMANAGING MEMBER/CHIEF COMPLIANCE OFFICER/FOUNDING PARTNERE Control
SQUARCIA, PAUL, ANDREWIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
SQUARCIA, PAUL, ANDREWIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
SQUARCIA, PAUL, ANDREWIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
SQUARCIA, PAUL, ANDREWIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
SQUARCIA, PAUL, ANDREWIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Nov 7, 2016 REGISTERED

Notice Filings (10)

CA CT FL GA MA NH NJ NY RI TX

Address

99 DERBY STREET
SUITE 101
HINGHAM, MA 02043
United States
Phone: 617-337-4206