Nicholas Vincent Geraci
Investment adviser representative at Octavia Wealth Advisors LLC
11 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
11 years in the industry.
- Octavia Wealth Advisors LLCMay 2025 to now
- Tax and Financial CenterNov 2018 to now
- UnemployedJul 2018 to Oct 2018
- Rowling & AssociatesJul 2015 to Jun 2018
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8105057
- Firm CRD
- 306909