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 33 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 2 years of experience in the finance industry.

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