Paula Elizabeth Chauncey
Investment adviser representative at Etre LLC
27 yearsExperience
1 stateRegistered in
CFADesignation
$216.8MFirm assets
Are you Paula Elizabeth Chauncey? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Etre LLCJul 2002 to now
- Etre LLC (formerly, Redwood Group LLC)Feb 1999 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Etre LLC
$216.8MAssets managed
60Clients
1Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4552477
- Firm CRD
- 121355