Paul Litchfield, financial advisor Marlborough MA
90 score

Paul Litchfield

CRD Number: 5970864
Current Firm: Ferris Capital, LLC

Paul Litchfield (CRD# 5970864) is an Investment Advisor Representative working at Ferris Capital, LLC in Marlborough, MA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Ferris Capital Marlborough, MA Aug 2013 - Current 4
Purshe Kaplan Sterling Investments Albany, NY Aug 2013 - Mar 2014 < 1
Morgan Stanley Smith Barney Boston, MA Aug 2011 - Aug 2013 2
Feeley & Driscoll Boston, MA Oct 2009 - Jul 2011 1
Student Umass Lowell Lowell Ma, MA Sep 2005 - Jun 2009 3
Moody, Famiglietti, & Andronico Tewksbury, MA Jun 2007 - Aug 2008 1
R&p Seafood & Shellfish Boston, MA Jun 2000 - Jun 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Paul M. Litchfield
Phone Number: 508-281-5200
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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