Zinnia Wealth Advisory, LLC

Zinnia Wealth Advisory, LLC (CRD# 295122) is a financial advisory firm headquartered in Ocala, FL. They manage $108,345,742 in 898 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3220 Sw 33rd Rd, Ocala, FL 34474
https://www.zinniawealth.com
By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    898
    ACCOUNTS
  • Average Account Value
    $120,652
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Zinnia Wealth Advisory, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Charisse Rivers, financial advisor Ocala FL
Charisse Rivers
CRD#: 6570638
3220 Sw 33rd Rd, Ocala, FL 34474

Charisse Rivers (CRD# 6570638) is an Investment Advisor Representative working at Zinnia Wealth Advisory, LLC in Ocala, FL and has over 8 years of experience in the finance industry.

2
Paul Autodore, financial advisor Ocala FL
Paul W. Autodore
CRD#: 6394436
3220 Sw 33rd Rd, Ocala, FL 34474

Paul Autodore (CRD# 6394436) is an Investment Advisor Representative working at Zinnia Wealth Advisory, LLC in Ocala, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals