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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Ian Merwick is a Registered Investment Advisor (IA) with Robbins Wealth Management. Russell has been registered with the state of Pennsylvania since 2014. Russell has passed the Series 65 Uniform Investment Adviser Law Examination. Robbins Wealth Management, located in Erie, Pennsylvania, manages over 200 million dollars in assets and offers a variety of services including financial planning and portfolio management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
11/17/2015 - Present
Robbins Wealth Management (ERIE PA)
IA
Issued 04/07/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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