Benjamin B. Creamer

ZINNIA WEALTH ADVISORY | Financial Consultant

OCALA, FL 34474

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CRD#: 6625928

Professional summary

Benjamin B. Creamer JR., who also goes by Benjamin Broward Creamer Jr, Benjamin Broward Creamer Jr., Benjamin Broward Creamer Jr, Benjamin Broward Creamer, is a registered financial advisor currently at ZINNIA WEALTH ADVISORY, LLC located in Ocala, Florida.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Benjamin has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Biography

I partner with high net worth clients to help them make educated decisions on their financial plans. When partnering with my clients it is critical to develop a relationship by earning their trust. It begins with getting to know my clients on a personal level to understand their goals, wishes, needs, and challenges. The most important step is to make sure we have a regular cadence to ensure we have a plan that evolves along with any changing circumstances in the client's life.

Aliases

Benjamin Broward Creamer Jr | Benjamin Broward Creamer Jr. | Benjamin Broward Creamer Jr | Benjamin Broward Creamer

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 Benjamin B. Creamer 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

Education

Florida State College at Jacksonville

Associate of Arts - General

2003

Experience

Current

July 28, 2026 - Present

ZINNIA WEALTH ADVISORY, LLC

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

RIA

CRD#: 295122

OCALA, FL

Past

March 31, 2025 - June 11, 2026

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

THE VILLAGES, FL

Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

THE VILLAGES, FL

Past

November 14, 2016 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

ALTAMONTE SPRINGS, FL

Past

April 23, 2016 - June 11, 2026

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

THE VILLAGES, 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
(7/28/2026)

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 66

Date: 11/4/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/30/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/23/2016

General Securities 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 (3/19/2026)

Regulatory assets under management

Total Number of Accounts	1,455
AUM (Assets Under Management)	$ 168,819,527

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Benjamin B. Creamer

Professional summary

At a Glance

Biography

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin B. Creamer JR.'s CRS (Customer Relationship Summary).

Certified licenses

Education

Florida State College at Jacksonville

Experience

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

ZINNIA WEALTH ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/4/2016

Series 63

Date: 4/30/2016

SIE

Date: 10/1/2018

Series 7

Date: 4/23/2016

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

Contact information

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