Russell Merwick has been Vice President, Operation Manager of Robbins Financial Advisory Service since August 2025, is not listed as a control person, but directly owns under 5% of the firm. Russell Merwick holds a Bachelor's degree in finance from Penn State University.
Robbins Financial Advisory Service Inc is an Erie, PA firm with $242M under management, 139 clients and 3 advisers across 4 offices, as of its July 2026 filing.
Russell Merwick is Financial Advisor/Operations Manager of Robbins Wealth Management. He assists clients with comprehensive financial and retirement planning and oversees the firm's operations and numerous regulatory and compliance tasks. He served eight years in the United States Army.
Investment adviser representative registrations
Russell Merwick is registered as an investment adviser representative in 2 states. The first approvals date from April 2014; the most recent is Texas, in November 2015.
- PennsylvaniaSince 7 April 2014
- TexasSince 17 November 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 April 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Russell Ian Merwick
- CRD
- 6243864
- Firm
- Robbins Financial Advisory Service · CRD 106088
- Role
- Vice President, Operation Manager
- Registration
- Investment adviser registration
- In the industry since
- April 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- investrwm.com
Where does Russell Merwick work?
Russell Merwick has been Vice President, Operation Manager of Robbins Financial Advisory Service Inc since August 2025.
Is Russell Merwick a financial advisor?
Yes. Russell Merwick has a current investment-adviser registration in Pennsylvania and Texas, through Robbins Financial Advisory Service since April 2014.
How many years of experience does Russell Merwick have?
Russell Merwick has 12 years in the financial industry, since April 2014, across 1 adviser firm.
What exams has Russell Merwick passed?
Russell Merwick passed the Series 65 in April 2014.
Is Russell Merwick registered with FINRA?
No. Russell Merwick has no current broker registration.
How can I verify Russell Merwick’s record?
Search CRD 6243864 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Russell Merwick’s full registration record.