Donald Hughett, financial advisor Cincinnati OH

Donald Hughett

CRD Number: 3164881
Current Firm: Octavia Wealth Advisors LLC

Donald Hughett (CRD# 3164881) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Cincinnati, OH and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments, Inc. Cincinnati, OH Jun 2020 - Current 3
Octavia Wealth Advisors, LLC Cincinnati, OH Jun 2020 - Current 3
Octavia Risk Management, LLC Cincinnati, OH Jun 2020 - Current 3
Axa Advisors, LLC New York, NY Sep 1999 - Jun 2020 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination May 2000
Contact Info for Donald W. Hughett
Phone Number: (513) 762-7701
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    1,444
    MILLIONS
  • Total Number of Accounts
    5,444
    ACCOUNTS
  • Average Account Value
    $265,245
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA

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