Edgar
Hernandez
One Charles Private Wealth
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About this Advisor
Edgar Hernandez is a financial advisor working out of Hingham, Massachusetts with 1 year of relevant experience. Hernandez works at One Charles Private Wealth. Over the course of their career, Hernandez has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Allstate: The Wicks Insurance Group, Golden Acres Pizza Market, Saint Anselm College, Manchester High School West, Caesario'S Pizza And Subs and One Charles Private Wealth Services. Hernandez maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Massachusetts. One Charles Private Wealth is a financial advisory company that has its headquarters in Hingham, MA. The investment advisory business has just five advisors. It manages $622 million in assets among its 318 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm serves one charitable organizations. Of its 318 client accounts, 42% are held by high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules typically are based on which service is offered. Fee types charged by One Charles Private Wealth may include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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One Charles Private Wealth Brokerage Details
$621,857,662
5
318
$1,955,527
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Edgar Hernandez Work History
Edgar has been registered as a financial advisor for 1 years.*
One Charles Private Wealth Services
Merrill Lynch, Pierce, Fenner & Smith Inc
Allstate: The Wicks Insurance Group
Golden Acres Pizza Market
Saint Anselm College
Caesario'S Pizza And Subs
Manchester High School West
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Edgar Hernandez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at One Charles Private Wealth
Hingham, MA
Hingham, MA
Fort Lauderdale, FL
Hingham, MA
Hingham, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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