Robbins Wealth Management

Robbins Wealth Management (CRD# 106088) is a financial advisory firm headquartered in Erie, PA. They manage $110,476,612 in 393 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Robbins Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Eric J. Robbins
CRD#: 4606856
3939 West Ridge Road Suite C2, Erie, PA 16506
96
Wealthminder
score

Eric Robbins (CRD# 4606856) is an Investment Advisor Representative working at Robbins Wealth Management in Erie, PA and has over 14 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.

2
James H. Robbins
CRD#: 1133425
3939 West Ridge Road Suite C2, Erie, PA 16506
96
Wealthminder
score

James Robbins (CRD# 1133425) is an Investment Advisor Representative working at Robbins Wealth Management in Erie, PA and has over 34 years of experience in the finance industry. James 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.

3
Russell I. Merwick
CRD#: 6243864
3939 West Ridge Road Suite C2, Erie, PA 16506
89
Wealthminder
score

Russell Merwick (CRD# 6243864) is an Investment Advisor Representative working at Robbins Wealth Management in Erie, PA and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.