Unclaimed Profile

Mary Lee Collins

COLLINS ADVISORS, LLC·BUFFALO, New York

Clean recordCOLLINS ADVISORS, LLC

610 MAIN STREET, BUFFALO, NY 14202CRD# 1311804Firm CRD# 129270

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mary Lee Collins · BUFFALO, NY

Registration

CRD #1311804 · COLLINS ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mary Lee Collins is a registered financial advisor based in BUFFALO, New York, affiliated with COLLINS ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

COLLINS ADVISORS, LLC

AUM

$142M

Regulatory assets under management

Employees

Total firm employees

View all advisors at COLLINS ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1311804

Firm CRD# 129270

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mary Lee Collins offer?

Mary Lee Collins specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BUFFALO, New York for a consultation.

What are Mary Lee Collins's credentials?

Mary Lee Collins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mary Lee Collins located?

Mary Lee Collins is based in BUFFALO, New York, working with COLLINS ADVISORS, LLC. Their office serves clients in the BUFFALO metropolitan area and surrounding communities.

How does Mary Lee Collins charge for services?

Mary Lee Collins's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COLLINS ADVISORS, LLC?

COLLINS ADVISORS, LLC has approximately 3 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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