Adviser and broker representative · Octavia Wealth Advisors LLC
Glynnis Reinhart
CRD 4530036 · Cincinnati, OH
At a glance
Glynnis Reinhart is an investment adviser representative with Octavia Wealth Advisors LLC in Cincinnati, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Glynnis’s SEC record dates to 2003, about 23 years ago. Glynnis is also registered as a broker representative.
Current advisory firm
- Octavia Wealth Advisors LLCSince June 2020Cincinnati, OH · $2.2B in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Glynnis’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Octavia Wealth Advisors LLC
- Mark J. BodnarCincinnati · Certified Financial Planner, Chartered Financial Consultant
- Susan M. FarlowCincinnati
- Jacob FlaspohlerCincinnati · Certified Financial Planner
- Anthony J. HannaCincinnati
- Charles R. KorgerCincinnati · Certified Financial Planner
- Bradley M. LauchCincinnati
- Dana P. McGrathCincinnati · Certified Financial Planner
- Susan M. McHughCincinnati
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