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Eric Joseph Robbins

Buckeye Wealth Management LLC

Westerville, OH

CRD 2149143

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Employer firm

Buckeye Wealth Management LLC CRD 143638

$72.1M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Buckeye Wealth Management Llc

155 Commerce Park Drive Suite 2, Westerville, OH 43082 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2007-07-16
  • OH RA
    APPROVED
    Since 2007-07-16

Branch Locations

155 Commerce Park Drive Suite 2, Westerville, OH 43082 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advent Resource Management Westerville OH 05/1993 Present
Insurlease Llc Westerville OH 11/2002 Present
  • 05/1993 → Present
    Advent Resource Management
    Westerville, OH
  • 11/2002 → Present
    Insurlease Llc
    Westerville, OH
Previous Registrations
  • 2004-03-23 → 2007-06-27
    Best Advisory Services
    Westerville, OH
    Westerville, OH

View on SEC IAPD

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