Unclaimed Profile

Paul Adam Tinnirello

SIMPLICITY WEALTH LLC·SUMMIT, New Jersey

SIE, Series 7, Series 9, Series 10, Series 65, Series 66Clean record21 years registeredSIMPLICITY WEALTH LLC

86 SUMMIT AVE, SUMMIT, NJ 07901CRD# 4187538Firm CRD# 300572

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Adam Tinnirello · SUMMIT, NJ

Registration

CRD #4187538 · SIMPLICITY WEALTH LLC · 21 years registered

Brand Profile

Not yet started

Career History

SIMPLICITY WEALTH

Jan 2024 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2010 – Dec 2014

NEW YORK, NY

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Aug 2004 – Apr 2007

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 65

Series 66

Registration record

First registered · August 25, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIMPLICITY WEALTH LLC

CRD 300572 · SEC 801-114798

AUM

$3.2B

Regulatory assets under management

Employees

159

6,188 client accounts

Services offered by SIMPLICITY WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SIMPLICITY WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Paul Adam Tinnirello offer?

Paul Adam Tinnirello specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SUMMIT, New Jersey for a consultation.

What are Paul Adam Tinnirello's credentials?

Paul Adam Tinnirello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Adam Tinnirello located?

Paul Adam Tinnirello is based in SUMMIT, New Jersey, working with SIMPLICITY WEALTH LLC. Their office serves clients in the SUMMIT metropolitan area and surrounding communities.

How does Paul Adam Tinnirello charge for services?

Paul Adam Tinnirello's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SIMPLICITY WEALTH LLC?

SIMPLICITY WEALTH LLC has approximately 159 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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