Unclaimed Profile

Brian David Luster

COLLECTIVE FAMILY OFFICE, LLC·YORK, Pennsylvania

SIE, Series 7, Series 66, Series 86, Series 87Clean record15 years registeredCOLLECTIVE FAMILY OFFICE, LLC

235 ST. CHARLES WAY, YORK, PA 17402CRD# 5065637Firm CRD# 301274

Profile Verification

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

Identity

Brian David Luster · YORK, PA

Registration

CRD #5065637 · COLLECTIVE FAMILY OFFICE, LLC · 15 years registered

Brand Profile

Not yet started

Career History

COLLECTIVE FAMILY OFFICE, LLC

May 2019 – present

ABERNATHY GROUP II LLC

Apr 2011 – Apr 2016

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Series 86

Series 87

Registration record

First registered · April 15, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COLLECTIVE FAMILY OFFICE, LLC

CRD 301274 · SEC 801-115052

AUM

$366M

Regulatory assets under management

Employees

373 client accounts

Services offered by COLLECTIVE FAMILY OFFICE, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at COLLECTIVE FAMILY OFFICE, LLC →

Introduction

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Frequently Asked Questions

What services does Brian David Luster offer?

Brian David Luster specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in YORK, Pennsylvania for a consultation.

What are Brian David Luster's credentials?

Brian David Luster is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian David Luster located?

Brian David Luster is based in YORK, Pennsylvania, working with COLLECTIVE FAMILY OFFICE, LLC. Their office serves clients in the YORK metropolitan area and surrounding communities.

How does Brian David Luster charge for services?

Brian David Luster'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 COLLECTIVE FAMILY OFFICE, LLC?

COLLECTIVE FAMILY OFFICE, LLC has approximately 4 employees and manages $366M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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