Paul Citarell is a registered investment advisor at Easterly Investment Partners LLC, based in Beverly, MA, with 33 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 274 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Easterly's investment management fees are based on a percentage of the assets they manage. The specific fees are negotiated with each client and can be found in their investment management agreement. Fees may be paid monthly, quarterly, or annually, either directly by the client or through arrangements with custodians or financial advisors. The fee schedule is located in Appendix A.
Location
138 Conant Street, Suite 100, Beverly, MA, 01915
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Paul is the SVP of Sales, Northeast for Easterly Investment Partners LLC, a registered investment advisor. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
Easterly Investment Partners LLC
Easterly Securities LLC
Easterly Securities LLCBroker
Previous Registrations
John Hancock Investment Management LLC
John Hancock Investment Management Distributors LLCBroker
Manulife Asset Management (US) LLC
John Hancock Advisers, LLC
John Hancock Funds, LLCBroker
Signator Investors, INC.Broker
Signator Investors, INC.
Nuveen Asset Management
Nuveen Investments, LLCBroker
Quasar Distributors, LLCBroker
First Fund Distributors, INC.Broker
Fisher Investments,inc.
John Hancock Funds, INC.Broker
Signator Investors, INC.Broker
Colonial Investment ServicesBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.