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 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
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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