Unclaimed Profile

Mark Joseph Bodnar

OCTAVIA WEALTH ADVISORS LLC·CINCINNATI, Ohio

Clean recordOCTAVIA WEALTH ADVISORS LLC

9999 CARVER ROAD, CINCINNATI, OH 45242CRD# 1201414Firm CRD# 306909

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Joseph Bodnar · CINCINNATI, OH

Registration

CRD #1201414 · OCTAVIA WEALTH ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mark Joseph Bodnar is a registered financial advisor based in CINCINNATI, Ohio, affiliated with OCTAVIA WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Mark

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mark is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

OCTAVIA WEALTH ADVISORS LLC

AUM

$1.4B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1201414

Firm CRD# 306909

View on FINRA BrokerCheck →

Looking for a financial advisor in CINCINNATI?

Browse all registered financial advisors in CINCINNATI, Ohio or claim this profile if it's yours.

Browse CINCINNATI Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Mark Joseph Bodnar offer?

Mark Joseph Bodnar specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Mark Joseph Bodnar's credentials?

Mark Joseph Bodnar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Joseph Bodnar located?

Mark Joseph Bodnar is based in CINCINNATI, Ohio, working with OCTAVIA WEALTH ADVISORS LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Mark Joseph Bodnar charge for services?

Mark Joseph Bodnar'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →