Ryan Charles Morse

Employer firm

Octavia Wealth Advisors LLC CRD 306909

$2.15B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2000 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 06/2020 → Present
  Octavia Wealth Advisors, Llc
  San Diego, CA
• 06/2020 → Present
  Octavia Risk Management, Llc
  San Diego, CA
• 06/2020 → Present
  Purshe Kaplan Sterling Investments, Inc.
  San Diego, CA

Previous Registrations

• 2000-10-11 → 2020-07-10
  Equitable Advisors, Llc
  San Diego, CA
  San Diego, CA
  La Mesa, CA

Other Businesses

1) Ryan Morse is dually-registered as an investment advisor representative with Octavia Wealth Advisors, LLC ("Octavia") and as a Registered Representative with Purshe Kaplan Sterling Investments, Inc. ("PKS") since 06/2020. Business is conducted from 7676 Hazard Center Drive, Suite 1550, San Diego, CA 92108. Approximately 90% of Ryan Morse's time is for services as an investment advisor representative and the balance as a registered representative. Octavia and PKS are not affiliated. 2) Insurance agent; Octavia Risk Management LLC; 06/2020; implementation of insurance products; 7676 Hazard Center Drive, Suite 1550, San Diego, CA 92108; 20 hours per month 3) Successor Trustee for Immediate Family Trust 4) Ryan C. Morse Financial, Inc.; Investment related; 676 Hazard Center Drive, Suite 1550, San Diego, CA. 92108; S Corp pass through; President; 6/2021; Pass through entity

Exams

• S66 Uniform Combined State Law Examination
  2000-02-24

Designations

• Certified Financial Planner