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ZR

Zac D. Robinson

ERBEN ASSOCIATES
Austin, TX 78746
Some features on this profile are disabled
CRD#: 7783059
ZR

Professional summary

Zac Douglas Robinson is a registered financial advisor currently at ERBEN ASSOCIATES, LLC located in Austin, Texas and M HOLDINGS SECURITIES, INC. located in Austin, Texas.

Zac is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Zac has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zac Douglas Robinson'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

January 7, 2026 - Present

ERBEN ASSOCIATES, LLC

Office #1: 300 Beardsley Lane, Bldg. D Suite 200, Austin, TX 78746
RIA
CRD#: 148703
Austin, TX
Current

April 29, 2024 - Present

M HOLDINGS SECURITIES, INC.

Office #1: 300 Beardsley Lane Suite D-200, Austin, TX 78746
RIA
BD
CRD#: 43285
Austin, TX
Past

October 8, 2024 - March 10, 2026

M HOLDINGS SECURITIES, INC.

RIA
CRD#: 43285
PORTLAND, OR

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".
EA
ERBEN ASSOCIATES, LLC
ERBEN ASSOCIATES, LLC

CRD#: 148703 / SEC#: 801-114578

RIA
Registered Investment Advisory firm - (1/28/2019 Approved)
Georgia
Registered Investment Advisory firm - (3/6/2019 Terminated)
Puerto Rico
Registered Investment Advisory firm - (2/4/2019 Terminated)
Texas
Registered Investment Advisory firm - (2/4/2019 Terminated)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(10/8/2024)
IAR
Texas
(1/7/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/5/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/4/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 4/27/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/11/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

EA
ERBEN ASSOCIATES, LLC
ERBEN ASSOCIATES, LLC

CRD#: 148703 / SEC#: 801-114578

RIA
Registered Investment Advisory firm - (1/28/2019 Approved)
Georgia
Registered Investment Advisory firm - (3/6/2019 Terminated)
Puerto Rico
Registered Investment Advisory firm - (2/4/2019 Terminated)
Texas
Registered Investment Advisory firm - (2/4/2019 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
300 Beardsley Lane, Bldg. D Suite 200, Austin, TX 78746
Mailing Address
Phone number
(512) 402-0250
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (5 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

PART 2A-FIRM BROCHURE (7/7/2025)

Regulatory assets under management

Total Number of Accounts122
AUM (Assets Under Management)$ 335,339,216

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

ERBEN ASSOCIATES, LLC

CRD#: 148703Austin, TX 78746

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