Unclaimed Profile

Marc Paul Oster

INSCRIPTION CAPITAL, LLC·HOUSTON, Texas

SIE, Series 7, Series 63, Series 65Clean record24 years registeredINSCRIPTION CAPITAL, LLC

2925 RICHMOND AVENUE, HOUSTON, TX 77098CRD# 1528627Firm CRD# 291780

Profile Verification

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

Identity

Marc Paul Oster · HOUSTON, TX

Registration

CRD #1528627 · INSCRIPTION CAPITAL, LLC · 24 years registered

Brand Profile

Not yet started

Career History

INSCRIPTION FAMILY OFFICE, LLC

Sep 2019 – present

INSCRIPTION CAPITAL, LLC

Apr 2018 – present

UBS FINANCIAL SERVICES INC.

Nov 2001 – Apr 2018

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · November 1, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INSCRIPTION CAPITAL, LLC

CRD 291780 · SEC 801-112532

AUM

$1.3B

Regulatory assets under management

Employees

1,203 client accounts

Services offered by INSCRIPTION CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INSCRIPTION CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Marc Paul Oster offer?

Marc Paul Oster specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.

What are Marc Paul Oster's credentials?

Marc Paul Oster is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marc Paul Oster located?

Marc Paul Oster is based in HOUSTON, Texas, working with INSCRIPTION CAPITAL, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Marc Paul Oster charge for services?

Marc Paul Oster's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INSCRIPTION CAPITAL, LLC?

INSCRIPTION CAPITAL, LLC has approximately 23 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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