Merlin Asset Management

Merlin Asset Management (CRD# 284790) is a financial advisory firm headquartered in Newport, RI. They manage $36,282,283 in 50 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
449 Thames Street, Suite 301 A, Newport, RI 02840
http://www.merlinam.com
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $725,646
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NY, RI, TX

Financial Advisors at Merlin Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Michael Obuchowski, financial advisor Newport RI
Michael Obuchowski
CRD#: 4705300
449 Thames Street, Suite 301 A, Newport, RI 02840

Michael Obuchowski (CRD# 4705300) is an Investment Advisor Representative working at Merlin Asset Management in Newport, RI and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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