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Russell Ian Merwick

Robbins Wealth Management

Erie, PA

Erie, PA

CRD 6243864

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Employer firm

Robbins Wealth Management CRD 106088

$242M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Robbins Wealth Management

3939 West Ridge Road Suite C2, Erie, PA 16506-1887 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-11-17
PA RA APPROVED 2014-04-07
  • TX RA
    APPROVED
    Since 2015-11-17
  • PA RA
    APPROVED
    Since 2014-04-07

Branch Locations

3939 West Ridge Road Suite C2, Erie, PA 16506-1887 • United States

Erie, PA • 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
Robbins Wealth Management Erie PA 05/2014 08/2025
Robbins Wealth Management Erie PA 08/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-04-07
  • S65 Uniform Investment Adviser Law Examination
    2014-04-07
Other Names
  • Russell I Merwick

View on SEC IAPD

Nearby Firms

WEDGEWOOD INVESTORS INC
EQUITABLE ADVISORS, LLC
UBS FINANCIAL SERVICES INC.

Nearby Investors

WILLIAM JOSEPH VITRON
JASON PETER KUILMAN
MARGARET CHIDO

Nearby Offices

WEDGEWOOD INVESTORS INC · ERIE, PA
EQUITABLE ADVISORS, LLC · ERIE, PA
UBS FINANCIAL SERVICES INC. · ERIE, PA

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