David Edwin Erb

Financial advisor at Merrion Investment Management Co, LLC

Last updated 2026-10-10

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David Edwin Erb is a financial advisor at Merrion Investment Management Co, LLC, CRD 4572290. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2026-08-17.

Registration

CRD number
4572290
Registration status
Active
IAPD registration
2026-08-17
Industry Experience
0 years
Work Experience
20 years
States registered
SC

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2006-02 to 2022-10 · Merrion Securities, LLC · Westfield, NJ
  • 2006-02 to Present · Merrion Investment Management Co., LLC · Westfield, NJ

Current employment

SEC IAPD record for David Edwin Erb

Merrion Investment Management Co, LLC

Regulatory AUM
$244,813,786
Registered advisors
2
Offices
2
Average AUM per client
$6.6M (Moderate)
High-net-worth client ratio
54.1% (High)

Merrion Investment Management Co, LLC: advisors, services and reported ETF investments

About

David Edwin Erb is a financial advisor at Merrion Investment Management Co, LLC. Reported securities licenses include Series 63 and Series 65. The latest record indicates less than 1 year of industry experience and 20 years of reported work history. Reported roles include Merrion Securities, LLC.

Merrion Investment Management Co, LLC's firm-level Form ADV reports 2 advisors across 2 offices; approximately 18.5 clients per advisor, average assets per client of $6,616,589, and regulatory AUM of $244.8M; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients.

What this firm offers

Filed by Merrion Investment Management Co, LLC on Form ADV.

Client services

  • Individuals and Small Businesses
  • Businesses or Institutional Clients

Fee options

  • Percentage of Assets Under Management

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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