Paul Citarell (CRD# 1935890) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Falmouth, MA and has over 29 years of experience in the finance industry.
CRD# 2677359
Ameriprise Financial Services, LLC
CRD# 2154550
Barry Investment Advisors, LLC
CRD# 6353257
Shp Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John Hancock Advisers, LLC | Boston, MA | Nov 2018 - Current | 5 |
| John Hancock Funds LLC | Boston, MA | May 2018 - Current | 5 |
| John Hancock Asset Management | Boston, MA | Jul 2009 - Current | 14 |
| Manulife Asset Management (u.s.), LLC | Boston, MA | Dec 2007 - Current | 16 |
| John Hancock Funds LLC | Boston, MA | Dec 2007 - May 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1994 |
- MA
-
Total Assets Under Management189,589MILLIONS
-
Total Number of Accounts28,802ACCOUNTS
-
Average Account Value$6,582,489
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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