Paul William Autodore
Investment adviser representative at Zinnia Wealth Advisory, LLC
15 yearsExperience
1 stateRegistered in
$168.8MFirm assets
1 yearFirm in business
Are you Paul William Autodore? 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Zinnia Wealth Advisory, LLCMay 2022 to now
- Zinnia Wealth ManagementMay 2022 to now
- Bankers Life Securities, Inc.May 2016 to May 2022
- BankerslifeSep 2011 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Zinnia Wealth Advisory, LLC
$168.8MAssets managed
512Clients
3Advisers
1 yearIn 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
- 6394436
- Firm CRD
- 295122