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Paul B. Citarell

EASTERLY INVESTMENT PARTNERS
Falmouth, MA
Some features on this profile are disabled
CRD#: 1935890
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Professional summary

Paul Bradley Citarell, CIMA®, who also goes by Paul B Citarrell, is a registered financial advisor currently at EASTERLY INVESTMENT PARTNERS LLC located in Falmouth, Massachusetts and EASTERLY SECURITIES LLC located in Beverly, Massachusetts.

Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Paul has worked at 12 firms and has passed the Series 63, Series 65, Series 6TO, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Paul B Citarrell

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 Paul Bradley Citarell'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®
CIMA®

Certified Investment Management Analyst

Experience

Current

March 25, 2025 - Present

EASTERLY INVESTMENT PARTNERS LLC

RIA
CRD#: 299607
Falmouth, MA
Current

February 10, 2025 - Present

EASTERLY SECURITIES LLC

Office #1: 138 Conant Street Suite 100, Beverly, MA 01915
BD
CRD#: 281103
Beverly, MA
Past

November 8, 2018 - July 17, 2024

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

RIA
CRD#: 105790
Falmouth, MA
Past

June 18, 2018 - July 17, 2024

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

BD
CRD#: 28262
BOSTON, MA
Past

December 17, 2007 - December 31, 2010

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

RIA
CRD#: 105790
BOSTON, MA
Past

December 17, 2007 - November 8, 2018

MANULIFE INVESTMENT MANAGEMENT (US) LLC

RIA
CRD#: 106435
BOSTON, MA
Past

December 5, 2007 - May 19, 2016

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

BD
CRD#: 28262
BOSTON, MA
Past

September 14, 2006 - December 6, 2007

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
BOSTON, MA
Past

September 14, 2006 - December 6, 2007

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

August 19, 2004 - September 7, 2006

NUVEEN FUND ADVISORS, LLC

RIA
CRD#: 104626
NORFOLK, MA
Past

August 9, 2004 - September 7, 2006

NUVEEN SECURITIES, LLC

BD
CRD#: 469
CHICAGO, IL
Past

October 4, 2001 - November 4, 2002

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

July 25, 2001 - October 4, 2001

FIRST FUND DISTRIBUTORS, INC.

BD
CRD#: 27038
PHOENIX, AZ
Past

June 8, 2000 - August 2, 2004

FISHER INVESTMENTS

RIA
CRD#: 107342
NORFOLK, MA
Past

April 17, 1993 - December 22, 1999

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

BD
CRD#: 28262
BOSTON, MA
Past

April 8, 1993 - September 20, 1999

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

February 25, 1991 - April 3, 1992

COLONIAL INVESTMENT SERVICES

BD
CRD#: 25929

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".
EI
EASTERLY INVESTMENT PARTNERS LLC
E LEVIN PARTNERS LLC | LEVIN EASTERLY PARTNERS LLC | LEVIN EASTERLY | EASTERLY INVESTMENT PARTNERS LLC | EASTERLY ACQUISITION II LLC

CRD#: 299607 / SEC#: 801-114563

RIA
Registered Investment Advisory firm - (1/28/2019 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(2/11/2025)
IAR
Connecticut
(3/26/2025)
RR
Maine
(2/14/2025)
RR
Massachusetts
(3/4/2025)
IAR
Massachusetts
(3/25/2025)
RR
New Hampshire
(2/14/2025)
IAR
New York
(3/25/2025)
RR
Rhode Island
(2/14/2025)
RR
Vermont
(3/6/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 10/30/2001
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 6/10/1994
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/18/1993
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/22/1991
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/10/2006
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

EI
EASTERLY INVESTMENT PARTNERS LLC
E LEVIN PARTNERS LLC | LEVIN EASTERLY PARTNERS LLC | LEVIN EASTERLY | EASTERLY INVESTMENT PARTNERS LLC | EASTERLY ACQUISITION II LLC

CRD#: 299607 / SEC#: 801-114563

RIA
Registered Investment Advisory firm - (1/28/2019 Approved)
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Contact information

Main Address
138 Conant Street Suite 100, Beverly, MA 01915
Mailing Address
Phone number
(617) 231-4300
Established
Firm type
Fiscal year end
# of Employees
36

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EASTERLY INVESTMENT PARTNERS LLC 2024 PART 2A BROCHURE (3/30/2025)

Regulatory assets under management

Total Number of Accounts274
AUM (Assets Under Management)$ 3,054,234,330

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
02/10/2026
Cover Page
Report
03/06/2025
Cover Page
Report
02/23/2024
Cover Page
Report
03/08/2023
Cover Page
Report

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

EASTERLY INVESTMENT PARTNERS LLC

CRD#: 299607Falmouth, MA

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