Kseniya Mendoza
Investment adviser representative at Octavia Wealth Advisors LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.2BFirm assets
Are you Kseniya Mendoza? Claim your profile
Contact this firm
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
17 years in the industry.
- Purshe Kaplan Sterling Investments Inc.Jan 2021 to now
- Octavia Wealth Advisors LLCNov 2020 to now
- Octavia Risk Management LLCNov 2020 to now
- Equitable Advisors, LLCMar 2019 to Nov 2020
- AXA Advisors, LLCMar 2019 to Jun 2020
- UnemployedJan 2019 to Feb 2019
- Bourke Wealth Mgmt, LPL FinancialApr 2016 to Dec 2018
- Fitness ImpactJun 2009 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 6637051
- Firm CRD
- 306909