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 organized as a limited liability company and is registered with the SEC as of 2019. FINTRX records list the firm’s ownership as an individual and classify the firm as "Unclassified." The dataset identifies the firm as not being a capital allocator and not an active ESG investor. It is also marked as not operating as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser to another registered entity. The profile in FINTRX does not include discrete entries for the firm’s business activities, advisory specialties, fee schedule, or target client segments. That absence of published detail limits visibility into how the firm positions its services or the types of clients it seeks to serve.

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