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Kseniya Mendoza

Octavia Wealth Advisors LLC

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About Kseniya Mendoza

Kseniya Mendoza is a financial advisor with Octavia Wealth Advisors LLC and a registered representative with Purshe Kaplan Sterling Investments, Inc. Kseniya Mendoza is licensed in both California and Texas and offers financial planning, pension consulting and portfolio management services to individuals, businesses and pension and profit-sharing plans. Kseniya Mendoza holds a Certified Financial Planner designation.

Firm Information

Kseniya Mendoza is currently registered with Octavia Wealth Advisors LLC. Octavia Wealth Advisors LLC is a Cincinnati, OH-based wealth management firm with over $1.79 billion in regulatory assets under management. They offer a variety of advisory services, including financial planning, pension consulting, portfolio management, and selection of other advisors. The firm primarily serves high-net-worth individuals, corporations and businesses, pension and profit-sharing plans, and individuals other than high-net-worth.
Octavia Wealth Advisors LLC

9999 CARVER ROAD

CINCINNATI, OH 45242

$1.79B

Assets Under Management

1

Total Clients

26

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kseniya Mendoza’s Registration & Firm History

OH

12/04/2020 - Present

Octavia Wealth Advisors LLC (CINCINNATI OH)

CA

01/20/2021 - 11/15/2023

PURSHE KAPLAN STERLING INVESTMENTS (San Diego CA)

CA

03/29/2019 - 12/09/2020

EQUITABLE ADVISORS, LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 05/09/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/29/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/16/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kseniya Mendoza.
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