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Conor Ian Anderson

OCTAVIA WEALTH ADVISORS LLC·MARSHFIELD, Massachusetts
Unclaimed Profile
892 PLAIN STREET, MARSHFIELD, MA 02050CRD# 5330727Firm CRD# 306909
01

About

Conor Ian Anderson is a registered financial advisor based in MARSHFIELD, Massachusetts, affiliated with OCTAVIA WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OCTAVIA WEALTH ADVISORS LLC
OCTAVIA WEALTH ADVISORS LLC
AUM
$1.4B
Regulatory assets under management
Employees
42
Total firm employees
View all advisors at OCTAVIA WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5330727
Firm CRD# 306909
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Conor Ian Anderson offer?
Conor Ian Anderson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MARSHFIELD, Massachusetts for a consultation.
What are Conor Ian Anderson's credentials?
Conor Ian Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Conor Ian Anderson located?
Conor Ian Anderson is based in MARSHFIELD, Massachusetts, working with OCTAVIA WEALTH ADVISORS LLC. Their office serves clients in the MARSHFIELD metropolitan area and surrounding communities.
How does Conor Ian Anderson charge for services?
Conor Ian Anderson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OCTAVIA WEALTH ADVISORS LLC?
OCTAVIA WEALTH ADVISORS LLC has approximately 42 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MARSHFIELD
Jesse Thompson Ellington — LTB WEALTH, LLCRichard Ros Davis — TRIDENT OS, LLCMichael Joseph Mcnamara — MCNAMARA FINANCIAL SERVICES, INC.Alyssa Mcnamara Reed — MCNAMARA FINANCIAL SERVICES, INC.James Frank Cantelupe — CANTELUPE CAPITAL LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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