Paul Adam Tinnirello
Investment adviser representative at Simplicity Wealth
12 yearsExperience
1 stateRegistered in
$4.3BFirm assets
7 yearsFirm in business
Are you Paul Adam Tinnirello? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Simplicity WealthJan 2024 to now
- Simplicity Financial GroupAug 2023 to now
- Bleakley Financial GroupDec 2014 to Aug 2023
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
7 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
- 4187538
- Firm CRD
- 300572