CG
Caleb B. Garbuio
OHIO CU FINANCIAL
Garfield Heights, OH 44125
CRD#: 8248148
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CG
Caleb Benjamin Daniel GarbuioOHIO CU FINANCIAL
Professional summary
Caleb Benjamin Daniel Garbuio is a registered financial advisor currently at OHIO CU FINANCIAL located in Garfield Heights, Ohio.
Caleb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Caleb has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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.
CRS (Client Relationship Summary) - RIA
Click below to view Caleb Benjamin Daniel Garbuio's 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®
NoneExperience
Current
June 1, 2026 - Present
OHIO CU FINANCIAL
Office #1: 13623 Rockside Rd, Garfield Heights, OH 44125RIA
CRD#: 341083
Garfield Heights, OH
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
Ohio(6/1/2026)
Current Firm
OC
OHIO CU FINANCIAL
OHIO CU FINANCIAL | OHIO CU FINANCIAL SERVICES, LLC
CRD#: 341083 / SEC#:
Ohio
Registered Investment Advisory firm - (6/1/2026 Approved)Loading...
Contact information
Main Address
13623 Rockside Road, Garfield Heights, OH 44125
Mailing Address
Phone number
(216) 663-6800
Established
Firm type
Fiscal year end
# of Employees
2
0
Red Flags
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