Eric J. Robbins

ROBBINS WEALTH MANAGEMENT

ERIE, PA 16506

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CRD#: 4606856

Professional summary

Eric James Robbins, CFP® is a registered financial advisor currently at ROBBINS WEALTH MANAGEMENT located in Erie, Pennsylvania.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Eric has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1. PENNSYLVANIA STATE UNIVERSITY; ASSOCIATE TEACHING PROFESSOR; ERIE, PA; EDUCATION; PROFESSOR; SINCE 7/2019; FULL TIME. KAPLAN SCHWESER; AUTHOR; LA CROSSE, WI; PART TIME. BUSINESS EXPERT PRESS; AUTHOR; PART TIME.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric James Robbins's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

November 28, 2002 - Present

ROBBINS WEALTH MANAGEMENT

Office #1: 3939 West Ridge Road Suite C2, Erie, PA 16506

RIA

CRD#: 106088

ERIE, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ROBBINS WEALTH MANAGEMENT

ROBBINS FINANCIAL ADVISORY SERVICE INC | ROBBINS WEALTH MANAGEMENT | ROBBINS FINANCIAL SERVICE INC

CRD#: 106088 / SEC#: 801-38204

RIA

Registered Investment Advisory firm - (1/31/1991 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(1/27/2003)

IAR

Pennsylvania
(11/28/2002)

IAR

Texas
(9/19/2013)

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

State Security Law Exam

IAR

Series 65

Date: 11/27/2002

Uniform Investment Adviser Law Examination

Current Firm

ROBBINS WEALTH MANAGEMENT

ROBBINS FINANCIAL ADVISORY SERVICE INC | ROBBINS WEALTH MANAGEMENT | ROBBINS FINANCIAL SERVICE INC

CRD#: 106088 / SEC#: 801-38204

RIA

Registered Investment Advisory firm - (1/31/1991 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(814) 838-4185

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ROBBINS WEALTH MANAGEMENT PART 2 DISCLOSURE BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts	372
AUM (Assets Under Management)	$ 220,926,237

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Eric J. Robbins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric James Robbins's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROBBINS WEALTH MANAGEMENT

Primary Firm SEC Registration

ROBBINS WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 11/27/2002

Current Firm

ROBBINS WEALTH MANAGEMENT

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ROBBINS WEALTH MANAGEMENT

TRUST BUT VERIFY

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