Paul Woodward
Professional summary
Paul Woodward, who also goes by Paul VIncent Woodward, is a registered financial advisor currently at CASSINI CAPITAL MANAGEMENT, LLC located in Tallahassee, Florida.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Paul has worked at 3 firms and has passed the Series 66, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Woodward's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 18, 2017 - Present
CASSINI CAPITAL MANAGEMENT, LLC
Office #1: 1333 N. Adams Street, Tallahassee, FL 32303January 2, 2015 - December 31, 2015
CASSINI CAPITAL MANAGEMENT, LLC
February 15, 2012 - July 12, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 19, 2012 - July 12, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/18/2017)
Exams
Current Firm
CASSINI CAPITAL MANAGEMENT, LLC
CRD#: 287861 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 110 |
| AUM (Assets Under Management) | $ 74,549,776 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CASSINI CAPITAL MANAGEMENT, LLC
CRD#: 287861Tallahassee, FL 32303TRUST BUT VERIFY
Monitor Paul Woodward
Get automatic monthly alerts on:
