Oberlin Financial International, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Bryan, Ohio
CRD number
294205
Registered since
February 6, 2019

Firm profile

FINTRX

Overview

Oberlin Financial International, LLC is a limited liability company that registered with the SEC in 2019 and is owned by an individual. FINTRX classifies the adviser as unclassified and indicates it is not a capital allocator. The firm is not identified as an active ESG investor, is not marked as a multi-state adviser, and is not listed as a pension consultant or a related adviser. Public disclosures in the source are sparse: the firm did not provide descriptions of its advisory activities, fee schedule, or defined client base. FINTRX also notes the adviser is not newly formed, which, together with the 2019 SEC registration date, suggests it has been operating for several years despite limited public detail.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Earl Oberlin

    Earl Oberlin

    Chairman & CEOCRD 847192

Contacts

3 of 3
  • Gary Cuccia

    Gary Cuccia

    PresidentCRD 1386493

  • Jonathan Powell

    Registered RepresentativeCRD 854442

  • Taryn Bregstein

    Taryn Bregstein

    Registered RepresentativeCRD 5098474

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bryan, OH

Williams

Location

Bryan, OH

Headquartered in Bryan, OH, in the Midwest of the United States.

Region
Midwest
County
Williams
Address
711 Po Box
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth