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Paula Elizabeth Chauncey

ETRE LLC·CAMBRIDGE, Massachusetts
Clean record24 years registeredETRE LLC
135 GARDEN STREET, CAMBRIDGE, MA 02138-6721CRD# 4552477Firm CRD# 121355

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paula Elizabeth Chauncey · CAMBRIDGE, MA
Registration
CRD #4552477 · ETRE LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

ETRE LLC
Jul 2002 – present
ETRE LLC
Jul 2002 – Dec 2002
BOSTON, MA
02

Registrations & Exams

Registration record
First registered · July 19, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ETRE LLC
CRD 121355 · SEC 801-124815
AUM
$173M
Regulatory assets under management
Employees
3
54 client accounts
Services offered by ETRE LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ETRE LLC →
Introduction

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05

Frequently Asked Questions

What services does Paula Elizabeth Chauncey offer?
Paula Elizabeth Chauncey specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CAMBRIDGE, Massachusetts for a consultation.
What are Paula Elizabeth Chauncey's credentials?
Paula Elizabeth Chauncey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paula Elizabeth Chauncey located?
Paula Elizabeth Chauncey is based in CAMBRIDGE, Massachusetts, working with ETRE LLC. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.
How does Paula Elizabeth Chauncey charge for services?
Paula Elizabeth Chauncey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ETRE LLC?
ETRE LLC has approximately 3 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
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Research
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