Charisse Rivers has been Managing Member & Chief Compliance Officer of Zinnia Wealth Advisory since March 2018, is a control person of the firm and directly owns 75% or more of it.
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.
Charisse Rivers is CEO and Financial Planner of Zinnia Wealth Management, which she founded. She hosts the show and podcast Retirement Coffee Talk and leads a team that crafts retirement plans for clients. She also founded The Grilled Cheese Foundation, which works with underserved children.
Charisse Rivers’ longest registration is the current one, 8 years at Zinnia Wealth Advisory since 2018. Before joining Zinnia Wealth Advisory in 2018, Charisse Rivers was registered through Retirement Wealth Advisors, Inc.
- Zinnia Wealth Advisory, LLCCurrent– present · 8 yearsOcala, FL · Adviser representative · Firm CRD 295122
- Retirement Wealth Advisors, Inc.– · 2 yearsOcala, FL · Adviser representative · Firm CRD 137658
Investment adviser representative registrations
Charisse Rivers is registered as an investment adviser representative in Florida, since June 2018.
- FloridaSince 8 June 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 October 2015 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6570638
- Firm
- Zinnia Wealth Advisory · CRD 295122
- Role
- Managing Member & Chief Compliance Officer
- Office
- 3220 SW 33RD RD, Ocala, FL 34474
- Registration
- Investment adviser registration
- In the industry since
- November 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- zinniawealth.com
Where does Charisse Rivers work?
Charisse Rivers has been Managing Member & Chief Compliance Officer of Zinnia Wealth Advisory, LLC since March 2018, and is a control person of the firm.
Is Charisse Rivers a financial advisor?
Yes. Charisse Rivers has a current investment-adviser registration in Florida, through Zinnia Wealth Advisory since June 2018.
How many years of experience does Charisse Rivers have?
Charisse Rivers has 10 years in the financial industry, since November 2015, across 2 adviser firms.
What exams has Charisse Rivers passed?
Charisse Rivers passed the Series 65 in October 2015.
Where is Charisse Rivers based?
Charisse Rivers’ registered office is in Ocala, FL.
Is Charisse Rivers registered with FINRA?
No. Charisse Rivers has no current broker registration.
How can I verify Charisse Rivers’ record?
Search CRD 6570638 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charisse Rivers’ full registration record.