Unclaimed Profile

Frank Robert Collins

AVANTRA FAMILY WEALTH LLC·MECHANICSBURG, Pennsylvania

SIE, Series 7, Series 9, Series 10, Series 31, Series 63, Series 65CFP28 years registeredAVANTRA FAMILY WEALTH LLC

110 STERLING PARKWAY, MECHANICSBURG, PA 17050CRD# 703841Firm CRD# 288209

Profile Verification

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

Identity

Frank Robert Collins · MECHANICSBURG, PA

Registration

CRD #703841 · AVANTRA FAMILY WEALTH LLC · 28 years registered

Brand Profile

Not yet started

Career History

HARMONY ROAD ADVISORS

Nov 2020 – present

AVANTRA FAMILY WEALTH LLC

Jun 2017 – Sep 2020

MECHANICSBURG, PA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 2004 – Jan 2016

CAMPHILL, PA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Feb 1998 – Dec 2003

CAMPHILL, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 31

Series 63

Series 65

Registration record

First registered · February 24, 1998

Years registered · 28

Professional designation · CFP

Disclosure History

2000Customer Dispute·Settled

1987Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

AVANTRA FAMILY WEALTH, INC.

CRD 288209 · SEC 801-113234

AUM

$158M

Regulatory assets under management

Employees

821 client accounts

Services offered by AVANTRA FAMILY WEALTH, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AVANTRA FAMILY WEALTH, INC. →

Introduction

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Frequently Asked Questions

What services does Frank Robert Collins offer?

Frank Robert Collins specializes in Financial Planning, Investment Management. Contact their office in MECHANICSBURG, Pennsylvania for a consultation.

What are Frank Robert Collins's credentials?

Frank Robert Collins holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Frank Robert Collins located?

Frank Robert Collins is based in MECHANICSBURG, Pennsylvania, working with AVANTRA FAMILY WEALTH LLC. Their office serves clients in the MECHANICSBURG metropolitan area and surrounding communities.

How does Frank Robert Collins charge for services?

Frank Robert Collins's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVANTRA FAMILY WEALTH LLC?

AVANTRA FAMILY WEALTH LLC has approximately 6 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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