Eric Robbins, financial advisor Erie PA

Eric Robbins

CRD Number: 4606856
Current Firm: Robbins Wealth Management

Eric Robbins (CRD# 4606856) is an Investment Advisor Representative working at Robbins Wealth Management in Erie, PA and has over 21 years of experience in the finance industry. Eric Robbins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Pennsylvania State University Erie, PA Jul 2019 - Current 4
Kaplan Schweser La Crosse, WI Jun 2016 - Current 7
Robbins Wealth Management Erie, PA Oct 2014 - Current 9
Pennsylvania State University Erie, PA Jan 2010 - Jun 2019 9
Robbins Finl Adv Srv Inc. Erie, PA Nov 2002 - Oct 2014 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2002
Contact Info for Eric J. Robbins
Phone Number: 814-838-4185
Registered State(s):
  • OH
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    200
    MILLIONS
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $543,810
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, GA, NY, OH, PA, TX

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