David Edwin Erb
Professional Summary
David Edwin Erb is a registered financial advisor currently at MERRION INVESTMENT MANAGEMENT CO, LLC located in Cranford, New Jersey. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. David has worked at 2 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 86, Series 87, Series 7, Series 4 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
MERRION ALTERNATIVE INVESTMENTS | MERRION INVESTMENT MANAGEMENT, LLC | MERRION INVESTMENT MANAGEMENT CO, LLC
Contact Information
Main Address
184 North Ave. East, Cranford, NJ 07016Phone Number
(908) 654-0033# of Employees
6SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
75AUM (Assets Under Management)
$244,813,786Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
MERRION ALTERNATIVE INVESTMENTS | MERRION INVESTMENT MANAGEMENT, LLC | MERRION INVESTMENT MANAGEMENT CO, LLC
State Registrations and Notice Filings
(3/30/2016)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 87 — Research Analyst Exam - Part II Regulations Module
Passed Oct 2004About the Series 87 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view David Edwin Erb's CRS (Customer Relationship Summary).
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