Paul Critchley

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → Present
  Odell & Critchley, Pc
  Chatham, NJ
• 12/2021 → 09/2025
  Avantax Advisory Services
  Chatham, NJ
• 12/2021 → 09/2025
  Avantax Insurance Agency, Llc
  Chatham, NJ
• 07/2009 → 12/2017
  Odell & Critchley Pc
  Chatham, NJ
• 01/2009 → Present
  Odell & Critchley, P.C.
  Chatham, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-01-06 → 2025-09-05
  Avantax Advisory Services
  Chatham, NJ
• 2011-07-07 → 2017-12-31
  Odell & Critchley Pc
  Madison, NJ

Other Businesses

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.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-11-21

Designations

• Certified Financial Planner
• Personal Financial Specialist