Lorie Brady has been an investment adviser representative at Zinnia Wealth Advisory since October 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.
Lorie Brady’s longest registration was 9 years at Strategic Advisers LLC (2009–2018). Before joining Zinnia Wealth Advisory in 2026, Lorie Brady was registered through Fidelity Personal and Workplace Advisors and Strategic Advisers LLC.
- Zinnia Wealth Advisory, LLCCurrent– present · under a yearOcala, FL · Adviser representative · Firm CRD 295122
- Fidelity Personal and Workplace Advisors– · 6 yearsThe Villages, FL · Adviser representative · Firm CRD 288590
- Strategic Advisers LLC– · 9 yearsColumbus, OH · Adviser representative · Firm CRD 104555
Investment adviser representative registrations
Lorie Brady is registered as an investment adviser representative in Florida, since October 2026.
- FloridaSince 7 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 17 October 2012 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 18 July 2012 |
| Series 66 | Uniform Combined State Law Examination | 11 February 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 October 2006 |
| Series 7 | General Securities Representative Examination | 7 September 2006 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 February 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Lorie Anne Brady
- CRD
- 4337279
- Firm
- Zinnia Wealth Advisory · CRD 295122
- Office
- 3220 SW 33RD RD, Ocala, FL 34474
- Registration
- Investment adviser registration
- In the industry since
- January 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Lorie Brady work?
Lorie Brady is an investment adviser representative registered through Zinnia Wealth Advisory, LLC since October 2026, and is not listed among the firm’s executive officers or direct owners.
Is Lorie Brady a financial advisor?
Yes. Lorie Brady has a current investment-adviser registration in Florida, through Zinnia Wealth Advisory since October 2026.
How many years of experience does Lorie Brady have?
Lorie Brady has 20 years in the financial industry, since January 2006, across 3 adviser firms.
What exams has Lorie Brady passed?
Lorie Brady has passed 6 licensing exams: the Series 6, Series 7, Series 63, Series 66, Series 9 and Series 10. The earliest, the Series 6, was passed in February 2001. FINRA credited Lorie Brady with the SIE, which began in October 2018.
Where did Lorie Brady work before Zinnia Wealth Advisory?
Before Zinnia Wealth Advisory, Lorie Brady was registered through Fidelity Personal and Workplace Advisors, July 2018 to February 2025; Strategic Advisers LLC, February 2009 to July 2018.
Where is Lorie Brady based?
Lorie Brady’s registered office is in Ocala, FL.
Is Lorie Brady registered with FINRA?
No. Lorie Brady has no current broker registration.
How can I verify Lorie Brady’s record?
Search CRD 4337279 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lorie Brady’s full registration record.
