Logan Andrew Snow
Investment adviser representative at Octavia Wealth Advisors LLC
12 yearsExperience
1 stateRegistered in
$2.2BFirm assets
6 yearsFirm in business
Are you Logan Andrew Snow? 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
12 years in the industry.
- Octavia Wealth Advisors, LLCMay 2024 to now
- Institutional Portfolio Analyst InternMay 2023 to May 2024
- University of Cincinnati Investment OfficeJan 2023 to Apr 2024
- Full Time StudentJun 2014 to Jan 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7940705
- Firm CRD
- 306909