Susan M Farlow
Investment adviser representative at Octavia Wealth Advisors LLC
10 yearsExperience
1 stateRegistered in
$2.2BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Purshe Kaplan Sterling Investments, Inc.Oct 2021 to now
- Octavia Wealth Advisors, LLCSep 2021 to now
- Octavia Risk Management, LLCSep 2021 to now
- UBS Financial Services, Inc.Jul 2018 to Sep 2021
- PNC Bank, NAJul 2016 to Jul 2018
- PNC Investments, LLCJul 2016 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (OH).
Octavia Wealth Advisors LLC
$2.2BAssets managed
3,803Clients
33Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5910377
- Firm CRD
- 306909