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Mariano Farid Llosa

Octavia Wealth Advisors LLC

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About Mariano Farid Llosa

Mariano Llosa is an investment advisor representative with Octavia Wealth Advisors, LLC. Mariano is also a registered representative with Purshe Kaplan Sterling Investments, Inc. Mariano holds the Series 63, Series 65, Series 7 and SIE licenses. He has been in the financial industry since 2013. Mariano has experience working with individual clients, corporations, charitable organizations, and pension plans. Mariano is committed to providing his clients with personalized financial advice. He specializes in financial planning, portfolio management, and insurance.

Firm Information

Mariano Llosa 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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Mariano Llosa’s Registration & Firm History

FL

01/10/2024 - Present

Octavia Wealth Advisors LLC (Miami, FL)

FL

03/15/2016 - 07/06/2020

EQUITABLE ADVISORS, LLC (MIAMI FL)

GA

11/25/2013 - 02/22/2016

SOUTHERN TRUST SECURITIES, INC. (LAWRENCEVILLE GA)

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Licenses & Designations

BC

Issued 11/12/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/06/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mariano Farid Llosa.
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