Paul Andrew Squarcia

Current Employers

Employment History

• 11/2015 → 02/2017
  One Charles Private Wealth, Llc
  Hingham, MA
• 11/2015 → 06/2026
  Purshe Kaplan Sterling Investments
  Albany, NY
• 02/2017 → 06/2026
  One Charles Private Wealth Services, Llc Suite 100
  Hingham, MA
• 07/2026 → Present
  Coastal Bridge Advisors, Llc
  Ft. Lauderdale, FL

Previous Registrations

• 2017-05-08 → 2026-08-28
  One Charles Private Wealth
  Hingham, MA
  Fort Lauderdale, FL
• 2015-11-13 → 2017-03-31
  One Charles Private Wealth, Llc
  Hingham, MA
• 2000-10-13 → 2015-11-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hyannis, MA
  Hyannis, MA

Other Businesses

1)PEAB LLC; NON INVESTMENT RELATED; MARATHON, FL; RENTAL PROPERTY; OWNER; START DATE: 01/19/2011; 0 HOURS DEVOTED; MANAGED BY A REAL ESTATE COMPANY. 2)Haft, LLC-Not investment related-99 Derby St, Suite 101, Hingham, MA 02043-Marine/Fishing Operations-Co-Owner-4/2016-0 hrs during trading hrs-Oversees business operations 3) Boys & Girls Club-Not investment related-31 Frank E. Hicks Drive, Mashpee, MA 02649-Youth Organization-Board of directors-4/2012-2 hrs/mth-0 during trading hrs-Board meetings 4) Peab, LLC-Not investment related-983 Ocotillo Lane, Marathon, FL 33050-Holding company-Managing partner-10/2009-2 hrs/mth-0 during trading hrs-Realty company 5) Haft, LLC-Not investment related-983 Ocotillo Lane, Marathon, FL 33050-Holding Company-Managing partner-4/2016-0 hrs/mth-0 during trading hrs-Holding company-No hours necessary. 6) Rhode Island Breakers AC LLC; - NOT INVESTMENT RELATED -3030 NE 41ST STREET, Ft Lauderdale, FL; its an LLC, pro sport fishing; owner and runs the sport fishing team; comp comes from winning tournaments and sponsorships 7) CBA MGMT CO., LLC ; INVESTMENT RELATED; 54 WILTON ROAD, 1ST FLR WESTPORT, CT 06880; MANAGEMENT COMPANY OF RIA; PARTNER; START DATE: 07/2026; APPROX 160 HRS/MO

Exams

• S66 Uniform Combined State Law Examination
  2000-08-24

Other Names

• Paul A. Squarcia