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BV

Brennain J. Van Der Hoeven

ONE CHARLES PRIVATE WEALTH
Hingham, MA 02043
Some features on this profile are disabled
CRD#: 8028918
BV

Professional summary

Brennain James Van Der Hoeven is a registered financial advisor currently at ONE CHARLES PRIVATE WEALTH located in Hingham, Massachusetts.

Brennain is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Brennain has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brennain James Van Der Hoeven'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

February 3, 2025 - Present

ONE CHARLES PRIVATE WEALTH

Office #1: 99 Derby Street Suite 200, Hingham, MA 02043
RIA
CRD#: 286635
Hingham, 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".
OC
ONE CHARLES PRIVATE WEALTH
ONE CHARLES PRIVATE WEALTH | ONE CHARLES PRIVATE WEALTH SERVICES, LLC D/B/A/ CURAFIN ADVISORS | ONE CHARLES PRIVATE WEALTH SERVICES, LLC | ONE CHARLES PRIVATE WEALTH SERVICES

CRD#: 286635 / SEC#: 801-109973

RIA
Registered Investment Advisory firm - (2/15/2017 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
Massachusetts
(2/3/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/2/2025
Uniform Investment Adviser Law Examination

Current Firm

OC
ONE CHARLES PRIVATE WEALTH
ONE CHARLES PRIVATE WEALTH | ONE CHARLES PRIVATE WEALTH SERVICES, LLC D/B/A/ CURAFIN ADVISORS | ONE CHARLES PRIVATE WEALTH SERVICES, LLC | ONE CHARLES PRIVATE WEALTH SERVICES

CRD#: 286635 / SEC#: 801-109973

RIA
Registered Investment Advisory firm - (2/15/2017 Approved)
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Contact information

Main Address
99 Derby Street Suite 100, Hingham, MA 02043
Mailing Address
Phone number
(617) 337-4208
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ONE CHARLES PRIVATE WEALTH ADV PART 2A BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts347
AUM (Assets Under Management)$ 936,375,657

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.

Company Information

ONE CHARLES PRIVATE WEALTH

CRD#: 286635Hingham, MA 02043

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