Susan Marie Mchugh

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

• 06/2021 → Present
  Octavia Wealth Advisors, Llc
  Cincinnati, OH
• 08/2016 → 06/2021
  The O.N. Equity Sales Company
  Cincinnati, OH
• 09/2021 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2016-08-30 → 2021-06-28
  On Investment Management Co
  Cincinnati, OH
• 2015-10-05 → 2016-08-29
  Fifth Third Securities, Inc.
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

1) Octavia Wealth Advisors; Investment Related; 9999 Carver Road Ste 130, Cincinnati, OH 45242; RIA; Title - Investment Operations Specialist; Start - 6/2021; 160 Hrs/Mth; 130 During Securities Trading Hrs; Trading 2) Arbonne International, LLC; Not Investment Related; 8294 Kimberly Ann Ct., West Chester, OH 45069; Affiliate Consultant; 9/1/2023; 20 Hrs/Mth; Promoting products through social media

Exams

• S66 Uniform Combined State Law Examination
  2015-10-05
• S63 Uniform Securities Agent State Law Examination
  1992-10-27

Other Names

• Susie Mchugh
• Susan Marie Ruth