Mariano
Llosa
Octavia Wealth Advisors LLC
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About this Advisor
Mariano Llosa is a financial advisor operating out of Miami, Florida, who has 3 years of relevant experience. Llosa is on the advisory team at Octavia Wealth Advisors LLC. Over the course of their career, they have held roles at Axa Advisors, LLC, Octavia Wealth Advisors, LLC, Octavia Risk Management, LLC, Purshe Kaplan Sterling Investments, Inc, Southern Trust Securities, Inc, Southern Trust Metals and Southern Trust Securities Asset Management, Inc. Llosa holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida. Octavia Wealth Advisors LLC is an advisory business operating out of Cincinnati, OH. The company has offices in three locations and a total of 40 financial advisors. It controls $1 billion in total assets among its 4,781 accounts, making it one of the larger firms in the nation by assets under management. Of its 4,781 accounts, just 7% belong to high-net-worth individuals who have more than $1 million in assets. Octavia Wealth Advisors LLC has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees usually vary depending on the type of services provided. Fees charged by Octavia Wealth Advisors LLC can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Octavia Wealth Advisors LLC Brokerage Details
$1,067,345,675
40
4,781
$223,247
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Mariano Llosa Work History
Mariano has been registered as a financial advisor for 3 years.*
Octavia Wealth Advisors, LLC
Octavia Risk Management, LLC
Purshe Kaplan Sterling Investments, Inc
Axa Advisors, LLC
Southern Trust Securities, Inc
Southern Trust Securities Asset Management, Inc
Southern Trust Metals
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mariano Llosa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Octavia Wealth Advisors LLC
Cincinnati, OH
San Diego, CA
Cincinnati, OH
Cincinnati, OH
San Diego, CA
San Diego, CA
Cincinnati, OH
San Diego, CA
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