Paul Critchley
CETERA INVESTMENT ADVISERS LLC
CHATHAM , NJ 07928
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CRD#: 4599289
Professional summary
Paul Critchley, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Chatham , New Jersey.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Paul has worked at 3 firms and has passed the Series 63 exam.
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.
1) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES POSITION: insurance Agent NATURE: Selling all insurance products approved through the Avantax insurance entities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/19/2021 ADDRESS: 127 Main Street, Chatham NJ 07928, United States DESCRIPTION: Meet with clients , provide best insurance options available. 2) ODELL & CRITCHLEY, P.C. POSITION: VP - Secretary NATURE: Odell & Critchley, P.C. provides a wide range of services to individuals and businesses in a variety of industries. Our services include:Tax Management ServicesReviews and CompilationsIRS RepresentationEntity Selection and RestructuringAccounting Services Estate and Trust Planning and Tax PreparationBookkeeping/Write-upFinancial Projections and Forecasts INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/28/2009 ADDRESS: 127 Main Street, Chatham NJ 07928, United States DESCRIPTION: Manage firm. Payroll, staffing, IT, Accounts payable, accounts receivable. Review Individual business and fiduciary Tax Returns. Review quarterly business write ups. IRS representation for clients. Offer investment guidance and products to clients.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Critchley's 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®
CFP®
Start date: 2009
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 127 Main Street [office Of Convenience], Chatham , NJ 07928RIA
CRD#: 105644
CHATHAM , NJ
Past
January 6, 2022 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Chatham, NJ
Past
July 7, 2011 - December 31, 2017
ODELL & CRITCHLEY PC
RIA
CRD#: 156639
MADISON, NJ
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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
New Jersey(9/5/2025)
IAR
Texas(9/5/2025)
Exams
State Security Law Exam
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
