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Managing Partner and Chief Compliance Officer · Etre LLC

Paula E. Chauncey

CRD 4552477 · Named on Form ADV at one SEC-registered adviser

At a glance

Etre LLC, an SEC-registered wealth manager based in Cambridge, MA with $217 million in regulatory assets, lists Paula E. Chauncey on its Form ADV as Managing Partner and Chief Compliance Officer, a control person.

Firms and roles

  • Etre LLCManaging Partner and Chief Compliance OfficerWealth manager · Cambridge, MA · $217M in regulatory assets

AtlasMembers

Paula’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paula’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.