David Erb is a registered investment advisor at Merrion Investment Management CO, LLC, based in Cranford, NJ, with 22 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 37 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Location
184 North Ave. East, Cranford, NJ, 07016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David works as a ride share client for Uber Taxi Service. This activity, which began in 2014, takes about half of his time.
Employment History
Current Registrations
Merrion Investment Management CO, LLC
Previous Registrations
Merrion Securities, LLCBroker
State Registrations1 state
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