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Benjamin B. Creamer

Zinnia Wealth Advisory, LLC

Ocala, FL

CRD 6625928

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Employer firm

Zinnia Wealth Advisory, LLC CRD 295122

$169M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Zinnia Wealth Advisory, Llc

3220 Sw 33Rd Rd, Ocala, FL 34474 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-28
  • FL RA
    APPROVED
    Since 2026-07-28

Branch Locations

3220 Sw 33Rd Rd, Ocala, FL 34474 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Jacksonville FL 04/2016 06/2026
Zinnia Wealth Advisory, Llc Ocala FL 06/2026 Present
Previous Registrations
  • 2025-03-31 → 2026-06-11
    The Villages, FL
    Winter Garden, FL
    Boston, MA
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Altamonte Springs, FL
    The Villages, FL
  • 2016-11-14 → 2018-07-13
    Jacksonville, FL
    Altamonte Springs, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-04
S63 Uniform Securities Agent State Law Examination 2016-04-30
  • S66 Uniform Combined State Law Examination
    2016-11-04
  • S63 Uniform Securities Agent State Law Examination
    2016-04-30
Other Names
  • Benjamin Broward Creamer Jr
  • Benjamin Broward Creamer
  • Benjamin Broward Creamer
  • Benjamin Broward Creamer

View on SEC IAPD

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