Paul Critchley
Paul Critchley is a CFP, PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Chatham, NJ, with 10 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
127 Main Street, Chatham, NJ, 07928
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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 ActivitiesSells Insurance
Paul is an insurance agent selling insurance products through Avantax Insurance, dedicating a few hours per week to this activity. He also serves as VP-Secretary for Odell & Critchley, P.C., a professional corporation offering various financial services, and spends nearly full-time managing the firm and providing investment guidance.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Odell & Critchley PC
State Registrations2 states
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