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Paul Tinnirello

Advisor at Simplicity wealth

Updated today

Location

Summit, NJ 07901

Credentials

Series 65, Series 66

Industry experience

8 years

About

Paul Tinnirello is a financial advisor at Simplicity Wealth with eight years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Bleakley Financial Group for nine years before joining Simplicity Financial Group in 2023. Simplicity Wealth serves a diverse client base, including individual and high-net-worth clients, as well as financial intermediaries such as third-party advisers and trust companies. The firm employs a model-driven, fund-of-funds investment approach and provides technology and operational services through its Managed Account Program and asset management software platform.

Client services

Based on Simplicity wealth

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Simplicity wealth

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Fixed fees for financial planning services; determined on case-by-case basis.

Percentage

$0+: 0.10% to 2.00% annually (advisory fees based on assets under management, range varies by client) $0+: 0.10% to 0.60% annually (Platform Fee for Managed Account Program, varies by selected services of Adviser) $0+: 0.00% to 1.00% annually (Model Manager Fee, varies by manager and strategy) $0+: 0.00% to 1.00% annually (Independent Manager Fee, varies by independent manager)

Commissions

Advisors may accept commissions for sales of insurance products independent of advisory services.

Project-based

Hourly fees for financial planning services; determined on case-by-case basis.

Other

Fee-only: Fixed or hourly fees for financial planning services; fees negotiable and based on case-by-case basis; typically paid in arrears.

Location

475 Springfield Ave., Suite #1

Summit, NJ 07901

Most active in

New Jersey

Work history

Simplicity Financial Group

2023 - Present (3 years)

Bleakley Financial Group

2014 - 2023 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Morristown, NJ

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Brian Amato is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Lebenthal Global Advisors LLC, Cadaret, Grant & Co., Inc., and American Investment Planners LLC. He is also involved in tax preparation and accounting through American Taxes Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

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Annuities
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Annuities
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Michael G

Series 66

Elizabeth, NJ

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Michael Godeanu is a financial advisor at Luxe Capital Management Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Singer Wealth Advisors LLC, Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and AXA Advisors, LLC. Outside of finance, he is the owner of Berzerk Fitness LLC, an e-commerce retail business, and has served as an on-ice hockey official for USA Hockey since 2004. Luxe Capital Management, founded in 2024, provides portfolio management, financial planning, retirement plan consulting, and adviser selection services to individual and institutional clients. The firm employs a multi-method investment approach combining fundamental, technical, and cyclical analysis, and manages accounts using long-term, short-term, and trading strategies, typically on a discretionary basis.

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Stephen H

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Madison, NJ

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Stephen Hanley is the sole advisor at Hanley Capital Management, LLC in Madison, NJ, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has led Hanley Capital Management since 2009. Hanley Capital Management provides discretionary and non-discretionary asset management primarily for high-net-worth individuals and institutional clients, including banks, pension plans, and charitable institutions. The firm specializes in fixed income investments, focusing on municipal and Treasury bonds, and employs a combination of fundamental analysis and technical tools alongside proprietary software to manage portfolios.

Passive / index investing
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