Michael Obuchowski
Professional Summary
Michael Obuchowski, who also goes by Michal Obuchowski, is a registered financial advisor currently at MERLIN ASSET MANAGEMENT located in Newport, Rhode Island. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Michael has worked at 5 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michal Obuchowski
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CITIZENS SECURITIES, INC.
Videos & Posts
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Contact Information
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CITIZENS SECURITIES, INC.
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Disclosures on record.
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Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
MERLIN ASSET MANAGEMENT | MERLIN CAPITAL LLC | MERLIN CAPITAL INC.
Contact Information
Main Address
449 Thames Street Suite 301 A, Newport, RI 02840Phone Number
(617) 366-2650# of Employees
1Regulatory Assets Under Management
Total Number of Accounts
68AUM (Assets Under Management)
$50,211,696Similar Advisors
CITIZENS SECURITIES, INC.
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.
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CITIZENS SECURITIES, INC.
State Registrations and Notice Filings
(4/9/2025)
(4/10/2024)
(7/2/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CITIZENS SECURITIES, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Obuchowski's CRS (Customer Relationship Summary).
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CITIZENS SECURITIES, INC.
