Russell Merwick, financial advisor Erie PA
89 score

Russell Merwick

CRD Number: 6243864
Current Firm: Robbins Wealth Management

Russell Merwick (CRD# 6243864) is an Investment Advisor Representative working at Robbins Wealth Management in Erie, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Robbins Wealth Management Erie, PA Oct 2014 - Current 2
Robbins Wealth Management Erie, PA May 2013 - Oct 2014 1
Presque Isle Downs & Casino Erie, PA Jun 2012 - May 2013 < 1
Us Army Reserves Pittsburgh, PA Feb 2005 - Feb 2013 8
Allegheny County Jail Pittsburgh, PA Jun 2008 - Nov 2010 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Russell I. Merwick
Phone Number: 814-838-4185
Registered State(s):
  • OH
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    110
    MILLIONS
  • Total Number of Accounts
    393
    ACCOUNTS
  • Average Account Value
    $281,111
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States

FL, MD, MI, NJ, OH, PA, TX

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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