Owner · Robbins Wealth Management
Janice K. Robbins
CRD 6461264 · Named on Form ADV at one SEC-registered adviser
At a glance
Robbins Wealth Management, an SEC-registered wealth manager based in Erie, PA with $242 million in regulatory assets, lists Janice K. Robbins on its Form ADV as Owner.
Firms and roles
- Robbins Wealth ManagementOwnerWealth manager · Erie, PA · $242M in regulatory assets
AtlasMembers
Janice’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Colleagues named on the same filings
- James H. RobbinsPresident/chief Compliance Officer, Robbins Wealth Management
- Russell I. MerwickVice President, Operation Manager, Robbins Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Janice’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.