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Henry Herman Erbe

Fidelity Brokerage Services LLC

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About Henry Herman Erbe

Henry Herman Erbe is a financial professional with over 20 years of experience in the financial services industry. Henry currently holds a Series 7, Series 24, and Series 63 license and is associated with Fidelity Brokerage Services LLC. Henry has worked with a variety of financial institutions throughout his career, including National Financial Services LLC, Collins Stewart LLC, FTN Equity Capital Markets Corp, Banc of America Securities LLC, Fox-Pitt, Kelton Incorporated, ABN AMRO Rothschild LLC, and ABN AMRO Incorporated.

Firm Information

Henry Erbe is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Henry Erbe’s Registration & Firm History

MA

02/09/2021 - Present

Fidelity Brokerage Services LLC (BOSTON MA)

MA

11/25/2013 - 12/31/2016

FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)

MA

01/04/2013 - 12/31/2016

NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)

NY

02/22/2010 - 03/01/2012

COLLINS STEWART LLC. (NEW YORK NY)

NY

07/13/2009 - 02/08/2010

FTN EQUITY CAPITAL MARKETS CORP. (NEW YORK NY)

NY

07/23/2007 - 04/01/2009

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

06/10/2002 - 06/15/2007

FOX-PITT,KELTON INCORPORATED (NEW YORK NY)

NY

08/02/2000 - 04/18/2002

ABN AMRO ROTHSCHILD LLC (NEW YORK NY)

CT

06/08/1998 - 04/18/2002

ABN AMRO INCORPORATED (STAMFORD CT)

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Licenses & Designations

BC

Issued 11/06/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/07/1998

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Henry Herman Erbe.
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