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Benjamin Creamer

Investment adviser representative at Zinnia Wealth Advisory in Ocala, FL

Investment adviser registrationUpdated

Benjamin Creamer is an investment adviser representative at Zinnia Wealth Advisory, LLC, an investment adviser managing $169M, and works from its Ocala, FL office. Benjamin Creamer has been registered through Zinnia Wealth Advisory since 28 July 2026, has 10 years in the industry across 3 firms and has passed the Series 7, Series 63 and Series 66.

10
Years in industry
0
Years at firm
3
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Benjamin Creamer has been an investment adviser representative at Zinnia Wealth Advisory since July 2026, and is not listed among the firm’s executive officers or direct owners.

Zinnia Wealth Advisory, LLC is an Ocala, FL firm with $169M under management, 512 clients and 2 advisers across 3 offices, as of its August 2026 filing.

Benjamin Creamer’s longest registration was 6 years at Fidelity Personal and Workplace Advisors (2018–2025). Before joining Zinnia Wealth Advisory in 2026, Benjamin Creamer was registered through Strategic Advisers LLC and Fidelity Personal and Workplace Advisors.

  1. – present · under a year
    Ocala, FL · Adviser representative · Firm CRD 295122
  2. Strategic Advisers LLC
    – · 1 year
    The Villages, FL · Adviser representative · Firm CRD 104555
  3. Fidelity Personal and Workplace Advisors
    – · 6 years
    The Villages, FL · Adviser representative · Firm CRD 288590
  4. Strategic Advisers LLC
    – · 1 year
    Altamonte Springs, FL · Adviser representative · Firm CRD 104555

Credentials and registrations

Investment adviser representative registrations

Benjamin Creamer is registered as an investment adviser representative in Florida, since July 2026.

  • FloridaSince 28 July 2026

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 664 November 2016
Name
Uniform Combined State Law Examination
Series 6330 April 2016
Name
Uniform Securities Agent State Law Examination
Series 723 April 2016
Name
General Securities Representative Examination

Key facts

Full name
Benjamin B. Creamer
CRD
6625928
Firm
Zinnia Wealth Advisory · CRD 295122
Office
3220 SW 33RD RD, Ocala, FL 34474
Registration
Investment adviser registration
In the industry since
June 2016
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Benjamin Creamer work?

Benjamin Creamer is an investment adviser representative registered through Zinnia Wealth Advisory, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Benjamin Creamer a financial advisor?

Yes. Benjamin Creamer has a current investment-adviser registration in Florida, through Zinnia Wealth Advisory since July 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Benjamin Creamer have?

Benjamin Creamer has 10 years in the financial industry, since June 2016, across 3 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Benjamin Creamer passed?

Benjamin Creamer has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in April 2016. FINRA credited Benjamin Creamer with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where did Benjamin Creamer work before Zinnia Wealth Advisory?

Before Zinnia Wealth Advisory, Benjamin Creamer was registered through Strategic Advisers LLC, March 2025 to June 2026; Fidelity Personal and Workplace Advisors, July 2018 to March 2025; Strategic Advisers LLC, November 2016 to July 2018.

Source: IAPD individual record, checked 22 October 2026

Where is Benjamin Creamer based?

Benjamin Creamer’s registered office is in Ocala, FL.

Source: IAPD individual record, checked 22 October 2026

Is Benjamin Creamer registered with FINRA?

No. Benjamin Creamer has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Benjamin Creamer’s record?

Search CRD 6625928 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Benjamin Creamer’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Zinnia Wealth Advisory

Sources

  1. IAPD individual record, CRD 6625928, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Zinnia Wealth Advisory, LLC, filed 4 August 2026. Executive officers and direct owners; this person is not among them.