David Erb has been Chief Executive Officer of Merrion Investment Management since November 2005, is a control person of the firm and directly owns under 5% of it. David Erb holds a B.A. in Mathematics and Economics from Colgate University and an M.B.A. from New York University.
Merrion Investment Management Co, LLC is a Cranford, NJ firm with $245M under management, 37 clients and 3 advisers across 2 offices, as of its February 2026 filing.
David E. Erb is Chief Investment Officer and Portfolio Manager of Merrion Investment Management. Before joining Merrion, Erb was Managing Director, Corporate Development for Bank of America Commercial Finance (1995-2001). Earlier engagements include leveraged corporate finance investing for Bank of America (1991-1994) and institutional pension fund management for GE Investments (1980-1990).
- – present · 20 yearsAdviser representative · Firm CRD 139143
Investment adviser representative registrations
David Erb is registered as an investment adviser representative in South Carolina, since March 2016.
- South CarolinaSince 30 March 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 79TO | Investment Banking Registered Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 6 February 2006 |
| Series 4 | Registered Options Principal Examination | 14 July 2005 |
| Series 86 | Research Analyst Exam - Part I Analysis Module | 8 October 2004 |
| Series 87 | Research Analyst Exam - Part II Regulations Module | 8 October 2004 |
| Series 24 | General Securities Principal Examination | 20 May 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 September 2003 |
| Series 7 | General Securities Representative Examination | 13 May 2003 |
- Name
- Investment Banking Registered Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Registered Options Principal Examination
- Name
- Research Analyst Exam - Part I Analysis Module
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Edwin Erb
- CRD
- 4572290
- Firm
- Merrion Investment Management · CRD 139143
- Role
- Chief Executive Officer
- Registration
- Investment adviser registration
- In the industry since
- May 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- merriongroup.net
Where does David Erb work?
David Erb has been Chief Executive Officer of Merrion Investment Management Co, LLC since November 2005, and is a control person of the firm.
Is David Erb a financial advisor?
Yes. David Erb has a current investment-adviser registration in South Carolina, through Merrion Investment Management since February 2006.
How many years of experience does David Erb have?
David Erb has 23 years in the financial industry, since May 2003, across 1 adviser firm.
What exams has David Erb passed?
David Erb has passed 8 licensing exams: the Series 7, Series 63, Series 24, Series 86, Series 87, Series 4, Series 65 and Series 79TO. The earliest, the Series 7, was passed in May 2003. FINRA credited David Erb with the SIE, which began in October 2018.
Is David Erb registered with FINRA?
No. David Erb has no current broker registration.
How can I verify David Erb’s record?
Search CRD 4572290 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Erb’s full registration record.