Paul A. Squarcia

ONE CHARLES PRIVATE WEALTH

Fort Lauderdale, FL

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CRD#: 4196537

Professional summary

Paul Andrew Squarcia JR., who also goes by Paul A. Squarcia Jr., is a registered financial advisor currently at ONE CHARLES PRIVATE WEALTH located in Fort Lauderdale, Florida and COASTAL BRIDGE ADVISORS located in Ft. Lauderdale, Florida.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Paul has worked at 5 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 9 and Series 10 exams.

At a Glance

Always Fiduciary

Aliases

Paul A. Squarcia Jr.

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Andrew Squarcia JR.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 8, 2017 - Present

ONE CHARLES PRIVATE WEALTH

RIA

CRD#: 286635

Fort Lauderdale, FL

Current

August 4, 2026 - Present

COASTAL BRIDGE ADVISORS

Office #1: 2881 E. Oakland Park Blvd. Suite 119, Ft. Lauderdale, FL 33306

RIA

CRD#: 152569

FT. LAUDERDALE, FL

Past

November 13, 2015 - March 31, 2017

ONE CHARLES PRIVATE WEALTH, LLC

RIA

CRD#: 281121

HINGHAM, MA

Past

November 13, 2015 - June 30, 2026

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Hingham, MA

Past

December 12, 2006 - November 16, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HYANNIS, MA

Past

October 13, 2000 - December 31, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HYANNIS, MA

Past

August 8, 2000 - November 16, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HYANNIS, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COASTAL BRIDGE ADVISORS

COASTAL BRIDGE ADVISORS | LLBH PRIVATE WEALTH MANAGEMENT, LLC | COASTAL BRIDGE ADVISORS, LLC

CRD#: 152569 / SEC#: 801-70943

RIA

Registered Investment Advisory firm - (12/1/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(8/15/2022)

IAR

Massachusetts
(5/8/2017)

IAR

Montana
(5/17/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/24/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 3/12/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/7/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 11/11/2006

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 10/12/2006

General Securities Sales Supervisor - General Module Examination

Current Firm

COASTAL BRIDGE ADVISORS

COASTAL BRIDGE ADVISORS | LLBH PRIVATE WEALTH MANAGEMENT, LLC | COASTAL BRIDGE ADVISORS, LLC

CRD#: 152569 / SEC#: 801-70943

RIA

Registered Investment Advisory firm - (12/1/2009 Approved)

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Contact information

Main Address

54 Wilton Road 1st Floor, Westport, CT 06880

Mailing Address

Phone number

(203) 683-1530

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COASTAL BRIDGE ADVISORS DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	9,000
AUM (Assets Under Management)	$ 4,595,660,113

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/27/2025	Cover Page	Report
07/15/2024	Cover Page	Report
11/13/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Paul A. Squarcia

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Andrew Squarcia JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

COASTAL BRIDGE ADVISORS

ONE CHARLES PRIVATE WEALTH, LLC

PURSHE KAPLAN STERLING INVESTMENTS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

COASTAL BRIDGE ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 8/24/2000

SIE

Date: 10/1/2018

Series 31

Date: 3/12/2004

Series 7

Date: 8/7/2000

Series 9

Date: 11/11/2006

Series 10

Date: 10/12/2006

Current Firm

COASTAL BRIDGE ADVISORS

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

COASTAL BRIDGE ADVISORS

TRUST BUT VERIFY

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