PPrivate Fund Data Log in Join · $37/mo

Charisse Rivers

Managing Member & Chief Compliance OfficerZinnia Wealth Advisory, LLCCRD 6570638

About Charisse Rivers

Charisse Rivers is listed as Managing Member & Chief Compliance Officer at Zinnia Wealth Advisory, LLC in Ocala, FL. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Zinnia Wealth Advisory, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Charisse Rivers work?

Charisse Rivers is listed as Managing Member & Chief Compliance Officer at Zinnia Wealth Advisory, LLC on SEC Form ADV.

How much of Zinnia Wealth Advisory, LLC does Charisse Rivers own?

Form ADV reports a beneficial ownership band of Over 75%.

Zinnia Wealth Advisory, LLC

TitleManaging Member & Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2018
View Zinnia Wealth Advisory, LLC →