Susan Mchugh is a registered investment advisor, based in Cincinnati, OH, with 29 years of industry experience.
Location
9999 Carver Road, Suite 130, Cincinnati, OH, 45242
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Susan works full-time as an Investment Operations Specialist at Octavia Wealth Advisors since June 2021. She also spends about 10-20% of her time as an affiliate consultant for Arbonne International, LLC, promoting products through social media since September 2023.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Octavia Wealth Advisors LLC
Previous Registrations
The O.N. Equity Sales CompanyBroker
On Investment Management CO
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.