Adviser and broker representative · Octavia Wealth Advisors LLC
Susan M. Farlow
CRD 5910377 · Cincinnati, OH
At a glance
Susan M. Farlow 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 Susan’s SEC record dates to 2015, about 11 years ago. Susan is also registered as a broker representative.
Current advisory firm
- Octavia Wealth Advisors LLCSince September 2021Cincinnati, OH · $2.2B in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Susan’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
- 3 firmsLocked
- 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.
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- Dana P. McGrathCincinnati · Certified Financial Planner
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