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United States
1982 (44 Years)
Last online: No recent activity
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License
A Grade License
Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.
B Grade License
Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.
C Grade License
Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.
D Grade License
From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.
Get to know Obermeyer Wood Investment Counsel
Company Information
Get to know Obermeyer Wood Investment Counsel
Founded in 1982, Obermeyer Wood Investment Counsel is an employee-owned, independent Registered Investment Adviser (RIA) firm. They operate as a fiduciary, serving high-net-worth individuals, families, and nonprofit organizations with customized investment management, financial planning, and trust and estate services. The firm emphasizes a team-based approach and building long-term, multi-generational client relationships based on trust and personalized strategies.
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