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 since 2019. FINTRX classifies the firm as unclassified and identifies its owner type as individual. The dataset contains minimal descriptive detail about the firm’s business model: there are no entries for client base, fee structure, advisory activities, or related adviser relationships. FINTRX flags several negative indicators: the firm is not recorded as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant. The firm has not supplied information about its activities or affiliations in the FINTRX record, which limits visibility into its services, target clients, or investment approach.

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
  • Jonathan Powell

    Registered RepresentativeCRD 854442

  • Taryn Bregstein

    Taryn Bregstein

    Registered RepresentativeCRD 5098474

  • Gary Cuccia

    Gary Cuccia

    FinOpCRD 1386493

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