Edgar Hernandez
Professional summary
Edgar Hernandez Jr, who also goes by Edgar Hernandez, is a registered financial advisor currently at ONE CHARLES PRIVATE WEALTH located in Hingham, Massachusetts.
Edgar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Edgar has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edgar Hernandez Jr's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2022 - Present
ONE CHARLES PRIVATE WEALTH
Office #1: 99 Derby Street Suite 200, Hingham, MA 02043October 13, 2020 - January 4, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 7, 2020 - January 4, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
ONE CHARLES PRIVATE WEALTH
CRD#: 286635 / SEC#: 801-109973
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/31/2022)
Exams
Series 7TO
Date: 9/5/2020
General Securities Representative ExaminationCurrent Firm
ONE CHARLES PRIVATE WEALTH
CRD#: 286635 / SEC#: 801-109973
Contact information
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 347 |
| AUM (Assets Under Management) | $ 936,375,657 |
Red Flags
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Company Information
ONE CHARLES PRIVATE WEALTH
CRD#: 286635Hingham, MA 02043TRUST BUT VERIFY
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