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 has been registered with the SEC since 2019. The firm is held by an individual owner and is categorized as "unclassified" in the available records. The firm is not identified as a capital allocator, does not report active ESG investing, is not designated a multi-state adviser, and is not listed as a pension consultant or related adviser. The dataset includes no description of the firm’s advisory activities, client focus, fee model, or stated investment approach, so there is no public detail on how the firm positions its services or which client segments it targets.

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

    Chairman & CEOCRD 847192

Contacts

3 of 3
  • JONATHAN POWELL

    Registered RepresentativeCRD 854442

  • TARYN BREGSTEIN

    Registered RepresentativeCRD 5098474

  • FRANCIS SENECO

    Registered RepresentativeCRD 2028425

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