Paul Petrie
Paul Petrie is a registered investment advisor at Cetera Investment Advisers LLC, based in Stoneham, MA, with 34 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
91 Montvale Ave, Stoneham, MA, 02180
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2005Other Business ActivitiesSells Insurance
Paul is a licensed insurance agent with Winchester Financial Group since 2000 and owns rental property. He is also a recruiter for Advisors Alliance Group, an investment advisor representative for Winchester Financial Group (dedicating about a quarter of his time), and a board member for Woburn Lions Club and Supportive Living Inc.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Advantage Capital CorporationBroker
Chubb Securities CorporationBroker
Transamerica Financial Resources, INC.Broker
State Registrations45 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.