Paula E. Chauncey

ETRE LLC

BOSTON, MA 02116-2288

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CRD#: 4552477

Professional summary

Paula Elizabeth Chauncey MS., CFA is a registered financial advisor currently at ETRE LLC located in Boston, Massachusetts.

Paula is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Paula has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Paula Elizabeth Chauncey MS.'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®

CFA

Chartered Financial Analyst

Experience

Current

July 19, 2002 - Present

ETRE LLC

Office #1: 306 Dartmouth Street Suite 105, Boston, MA 02116-2288

RIA

CRD#: 121355

BOSTON, MA

Past

July 22, 2002 - December 31, 2002

ETRE LLC

RIA

CRD#: 121355

BOSTON, MA

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".

ETRE LLC

CRD#: 121355 / SEC#: 801-124815

RIA

Registered Investment Advisory firm - (4/29/2022 Approved)

Massachusetts

Registered Investment Advisory firm - (1/1/2003 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.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(7/19/2002)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

ETRE LLC

CRD#: 121355 / SEC#: 801-124815

RIA

Registered Investment Advisory firm - (4/29/2022 Approved)

Massachusetts

Registered Investment Advisory firm - (1/1/2003 Approved)

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Contact information

Main Address

135 Garden Street, Cambridge, MA 02138-6721

Mailing Address

Phone number

(617) 945-9401

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ETRE LLC (3/25/2025)

Regulatory assets under management

Total Number of Accounts	60
AUM (Assets Under Management)	$ 192,145,320

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.

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Paula E. Chauncey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paula Elizabeth Chauncey MS.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

ETRE LLC

ETRE LLC

Primary Firm SEC Registration

ETRE LLC

State Registrations and Notice Filings

Exams

Current Firm

ETRE LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ETRE LLC

TRUST BUT VERIFY

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