One Charles Private Wealth Services LLC
Legal Name: ONE CHARLES PRIVATE WEALTH SERVICES, LLC
Full Contact Details
One Charles Private Wealth Services LLC
99 DERBY STREET, SUITE 101, HINGHAM, MA
617-337-4208
Other Info
One Charles Private Wealth Services LLC, legally known as ONE CHARLES PRIVATE WEALTH SERVICES, LLC, is a DE Limited Liability Company with 18 employees, 10 of whom work in advisory roles. While the number of clients the firm serves is unknown, it has been approved by the SEC with a registration date of Feb 15, 2017.
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Direct Owners
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ERIK RANDALL WALLIN
LEAD ADVISOR owns less than 5%
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FOCUS OPERATING, LLC
MEMBER (MANAGER) owns 75% or more
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GAVIN DAVID LYONS
CHIEF OPERATING OFFICER owns less than 5%
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PAUL ANDREW SQUARCIA
FOUNDING PARTNER owns less than 5%
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STEVEN EUGENE NEELEY
CHIEF INVESTMENT OFFICER owns less than 5%
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SUSAN ELAINE ABBASS
CHIEF COMPLIANCE OFFICER owns less than 5%
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TODD MACARTHUR DOUMA
LEAD ADVISOR owns less than 5%
Indirect Owners
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FOCUS FINANCIAL PARTNERS INC.
MEMBER owns 75% or more
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FOCUS FINANCIAL PARTNERS, LLC
MEMBER owns 75% or more