Paul W. Autodore

ZINNIA WEALTH ADVISORY

Ocala, FL 34474

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CRD#: 6394436

Professional summary

Paul William Autodore JR, who also goes by Paul Autodore, is a registered financial advisor currently at ZINNIA WEALTH ADVISORY, LLC located in Ocala, Florida.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Paul has worked at 3 firms and has passed the Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul Autodore

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul William Autodore JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 16, 2022 - Present

ZINNIA WEALTH ADVISORY, LLC

Office #1: 3220 Sw 33rd Rd, Ocala, FL 34474

RIA

CRD#: 295122

Ocala, FL

Past

May 26, 2016 - May 31, 2022

BANKERS LIFE SECURITIES, INC.

CRD#: 173962

SARASOTA, FL

Past

October 6, 2014 - May 26, 2016

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

SARASOTA, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ZINNIA WEALTH ADVISORY, LLC

ZINNIA WEALTH ADVISORY, LLC | ZINNIA WEALTH MANAGEMENT, LLC | ZINNIA WEALTH MANAGEMENT

CRD#: 295122 / SEC#: 801-132847

RIA

Registered Investment Advisory firm - (5/23/2025 Approved)

Florida

Registered Investment Advisory firm - (5/27/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(11/16/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/15/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/6/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ZINNIA WEALTH ADVISORY, LLC

ZINNIA WEALTH ADVISORY, LLC | ZINNIA WEALTH MANAGEMENT, LLC | ZINNIA WEALTH MANAGEMENT

CRD#: 295122 / SEC#: 801-132847

RIA

Registered Investment Advisory firm - (5/23/2025 Approved)

Florida

Registered Investment Advisory firm - (5/27/2025 Terminated)

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Contact information

Main Address

3220 Sw 33rd Rd, Ocala, FL 34474

Mailing Address

Phone number

(352) 368-3680

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-ZINNIA WEALTH ADVISORY, LLC (4/23/2025)

Regulatory assets under management

Total Number of Accounts	1,099
AUM (Assets Under Management)	$ 146,615,000

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.

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Paul W. Autodore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul William Autodore JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

ZINNIA WEALTH ADVISORY, LLC

BANKERS LIFE SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

Primary Firm SEC Registration

ZINNIA WEALTH ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/15/2022

SIE

Date: 10/1/2018

Series 6

Date: 10/6/2014

Current Firm

ZINNIA WEALTH ADVISORY, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ZINNIA WEALTH ADVISORY, LLC

TRUST BUT VERIFY

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