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AO

Andrew E. Oster

TRITON FINANCIAL GROUP
Oklahoma City, OK 73134
Some features on this profile are disabled
CRD#: 4635272
AO

Professional summary

Andrew Ellis Oster, AIF®, CFP® is a registered financial advisor currently at TRITON FINANCIAL GROUP, INC located in Oklahoma City, Oklahoma.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Andrew has worked at 8 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Ellis Oster's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2012

Experience

Current

October 19, 2020 - Present

TRITON FINANCIAL GROUP, INC

Office #1: 14614 Hertz Quail Springs Pkwy, Oklahoma City, OK 73134
RIA
CRD#: 309294
Oklahoma City, OK
Past

May 2, 2014 - January 10, 2019

OSAIC SERVICES, INC.

BD
CRD#: 133763
EDMOND, OK
Past

April 21, 2011 - December 4, 2020

TRITON WEALTH ADVISORS, LLC

RIA
CRD#: 154823
OKLAHOMA CITY, OK
Past

December 14, 2009 - September 6, 2011

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
PONCA CITY, OK
Past

January 23, 2009 - May 9, 2014

SECURITIES AMERICA, INC.

BD
CRD#: 10205
PONCA CITY, OK
Past

June 11, 2008 - December 7, 2009

FG WEALTH MANAGEMENT

RIA
CRD#: 117845
BARTLESVILLE, OK
Past

May 16, 2006 - December 31, 2008

BRECEK & YOUNG ADVISORS, INC.

RIA
CRD#: 40395
PONCA CITY, OK
Past

May 12, 2006 - January 23, 2009

BRECEK & YOUNG ADVISORS, INC.

BD
CRD#: 40395
PONCA CITY, OK
Past

May 19, 2003 - May 18, 2006

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
PONCA CITY, OK
Past

March 17, 2003 - May 18, 2006

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
PONCA CITY, OK

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TF
TRITON FINANCIAL GROUP, INC
CAPSTONE TRITON FINANCIAL GROUP INC | TRITON FINANCIAL GROUP, INC | CAPSTONE TRITON FINANCIAL GROUP LLC

CRD#: 309294 / SEC#: 801-119672

RIA
Registered Investment Advisory firm - (10/19/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oklahoma
(10/19/2020)
IAR
Texas
(10/19/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/3/2003
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 4/17/2009
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 3/15/2003
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/16/2013
General Securities Principal Examination

Current Firm

TF
TRITON FINANCIAL GROUP, INC
CAPSTONE TRITON FINANCIAL GROUP INC | TRITON FINANCIAL GROUP, INC | CAPSTONE TRITON FINANCIAL GROUP LLC

CRD#: 309294 / SEC#: 801-119672

RIA
Registered Investment Advisory firm - (10/19/2020 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
14614 Bogert Parkway, Oklahoma City, OK 73134
Mailing Address
Phone number
(405) 696-7140
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRITON FINANCIAL GROUP, INC DISCLOSURE BROCHURE AND PRIVACY POLICY (4/10/2025)

Regulatory assets under management

Total Number of Accounts338
AUM (Assets Under Management)$ 292,964,881

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRITON FINANCIAL GROUP, INC

CRD#: 309294Oklahoma City, OK 73134

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