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RM

Russell I. Merwick

ROBBINS WEALTH MANAGEMENT
ERIE, PA 16506
Some features on this profile are disabled
CRD#: 6243864
RM

Professional summary

Russell Ian Merwick, who also goes by Russell I Merwick, is a registered financial advisor currently at ROBBINS WEALTH MANAGEMENT located in Erie, Pennsylvania.

Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Russell has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Russell I Merwick

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell Ian Merwick'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®
None

Experience

Current

April 7, 2014 - 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".
RW
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
(4/7/2014)
IAR
Pennsylvania
(4/7/2014)
IAR
Texas
(11/17/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/7/2014
Uniform Investment Adviser Law Examination

Current Firm

RW
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
3

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts372
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.

Company Information

ROBBINS WEALTH MANAGEMENT

CRD#: 106088Erie, PA 16506

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