Oberlin Financial International, LLC
Firm details
- Headquarters
- Bryan, Ohio
- CRD number
- 294205
- Registered since
- February 6, 2019
- Website
- www.oberlinwealth.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Earl Oberlin
Chairman & CEOCRD 847192
Contacts
3 of 3
Gary Cuccia
PresidentCRD 1386493
Jonathan Powell
Registered RepresentativeCRD 854442

Taryn Bregstein
Registered RepresentativeCRD 5098474
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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