Zac Douglas Robinson
Investment adviser representative at Erben Associates, LLC
10 yearsExperience
1 stateRegistered in
$402.5MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Pension consulting
Experience
10 years in the industry.
- Erben Associates, LLCJul 2023 to now
- M Holdings Securities, Inc.Jul 2023 to now
- Concordia UniversityAug 2021 to May 2023
- Quest SoftwareJun 2020 to Jun 2021
- St Edwards UniveristyAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Erben Associates, LLC
$402.5MAssets managed
128Clients
8Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7783059
- Firm CRD
- 148703