Investment adviser representative · Zinnia Wealth Advisory, LLC
Benjamin B. Creamer Jr.
CRD 6625928 · Ocala, FL
At a glance
Benjamin B. Creamer Jr. is an investment adviser representative with Zinnia Wealth Advisory, LLC in Ocala, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Benjamin’s SEC record dates to 2016, about 9 years ago.
Current advisory firm
- Zinnia Wealth Advisory, LLCSince July 2026Ocala, FL · $169M in regulatory assets
SEC adviser record
- Registered since
- 2016 (9 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Benjamin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Zinnia Wealth Advisory, LLC
- Paul W. Autodore Jr.Ocala
- Lorie A. BradyOcala
- Charisse RiversOcala
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