Glynnis Reinhart

OCTAVIA WEALTH ADVISORS LLC

Cincinnati, OH 45242

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CRD#: 4530036

Professional summary

Glynnis Reinhart, who also goes by Glynnis Joffe, is a registered financial advisor currently at OCTAVIA WEALTH ADVISORS LLC located in Cincinnati, Ohio and PURSHE KAPLAN STERLING INVESTMENTS located in Cincinnati, Ohio.

Glynnis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Glynnis has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Glynnis Joffe

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glynnis Reinhart's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 12, 2020 - Present

OCTAVIA WEALTH ADVISORS LLC

Office #1: 9999 Carver Road, Suite 130, Cincinnati, Ohio 4524, Cincinnati, OH 45242

RIA

CRD#: 306909

Cincinnati, OH

Current

June 12, 2020 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 9999 Carver Road Suite 130, Cincinnati, OH 45242

CRD#: 35747

Cincinnati, OH

Past

March 25, 2003 - July 10, 2020

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BLUE ASH, OH

Past

August 15, 2002 - July 10, 2020

EQUITABLE ADVISORS, LLC

CRD#: 6627

BLUE ASH, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OCTAVIA WEALTH ADVISORS LLC

CRD#: 306909 / SEC#: 801-118078

RIA

Registered Investment Advisory firm - (2/18/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(10/12/2023)

Florida
(6/12/2020)

Illinois
(6/12/2020)

Indiana
(10/7/2022)

Iowa
(10/11/2024)

Kentucky
(6/12/2020)

Maryland
(10/7/2022)

Minnesota
(10/7/2024)

New Jersey
(10/7/2024)

New Mexico
(10/7/2022)

Ohio
(6/12/2020)

IAR

Ohio
(6/12/2020)

IAR

Texas
(1/10/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/29/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/14/2002

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

OCTAVIA WEALTH ADVISORS LLC

CRD#: 306909 / SEC#: 801-118078

RIA

Registered Investment Advisory firm - (2/18/2020 Approved)

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Contact information

Main Address

9999 Carver Road Suite 130, Cincinnati, OH 45242

Mailing Address

Phone number

(513) 762-7701

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OCTAVIA WEALTH ADVISORS, LLC FORM ADV2A ("DISCLOSURE BROCHURE" AND PRIVACY POLICY)) (2/2/2026)

Regulatory assets under management

Total Number of Accounts	6,795
AUM (Assets Under Management)	$ 2,153,480,679

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Glynnis Reinhart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glynnis Reinhart's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

OCTAVIA WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/29/2002

SIE

Date: 10/1/2018

Series 7

Date: 8/14/2002

FINRA

Current Firm

OCTAVIA WEALTH ADVISORS LLC

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OCTAVIA WEALTH ADVISORS LLC

TRUST BUT VERIFY

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