Unclaimed Profile

Michael Obuchowski

MERLIN CAPITAL INC.·NEWPORT, Rhode Island

Series 65Clean record18 years registeredMERLIN CAPITAL INC.

449 THAMES STREET, NEWPORT, RI 02840CRD# 4705300Firm CRD# 284790

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Obuchowski · NEWPORT, RI

Registration

CRD #4705300 · MERLIN CAPITAL INC. · 18 years registered

Brand Profile

Not yet started

Career History

MERLIN ASSET MANAGEMENT

Sep 2016 – present

CONCERT WEALTH MANAGEMENT

Feb 2014 – Dec 2016

BOSTON, MA

NORTH SHORE ASSET MANAGEMENT, LLC

Jan 2013 – Feb 2014

COLD SPRING HARBOR, NY

FIRST EMPIRE ASSET MANAGEMENT, INC

Oct 2008 – Jul 2012

HAUPPAUGE, NY

ALTANES INVESTMENTS, LLC

Jul 2008 – Oct 2008

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 17, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MERLIN CAPITAL INC.

CRD 284790 · SEC 801-108253

AUM

$36M

Regulatory assets under management

Employees

50 client accounts

Services offered by MERLIN CAPITAL INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MERLIN CAPITAL INC. →

Introduction

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Frequently Asked Questions

What services does Michael Obuchowski offer?

Michael Obuchowski specializes in Investment Management, Fee-Only Advisory. Contact their office in NEWPORT, Rhode Island for a consultation.

What are Michael Obuchowski's credentials?

Michael Obuchowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Obuchowski located?

Michael Obuchowski is based in NEWPORT, Rhode Island, working with MERLIN CAPITAL INC.. Their office serves clients in the NEWPORT metropolitan area and surrounding communities.

How does Michael Obuchowski charge for services?

Michael Obuchowski's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MERLIN CAPITAL INC.?

MERLIN CAPITAL INC. has approximately 1 employees and manages $36M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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