Erik
Wallin
One Charles Private Wealth
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About this Advisor
Erik Wallin is a financial advisor operating out of Hingham, Massachusetts who has 6 years of industry experience. Wallin works at One Charles Private Wealth. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na, One Charles Private Wealth, LLC and Purshe Kaplan Sterling Investments. Wallin maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Massachusetts. One Charles Private Wealth is an advisory business that has its headquarters in Hingham, MA. The firm has just five employees. It oversees $622 million in total assets across its 318 customer accounts, making it one of the bigger firms in the country by assets under management. The firm provides services to one charities and foundations. Of its 318 customer accounts, 42% are held by high-net-worth clients who have at least $1 million in assets. One Charles Private Wealth performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees usually are based on which service is provided. However, fees billed by One Charles Private Wealth most likely are comprised of any blend 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
Erik Wallin Work History
Erik has been registered as a financial advisor for 6 years.*
One Charles Private Wealth, LLC
Purshe Kaplan Sterling Investments
Bank Of America ,Na
Merrill Lynch, Pierce, Fenner & Smith Inc
*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 Erik Wallin 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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