Brian LusterCRD Number: 5065637
Current Firm: Collective Family Office, LLC
Brian Luster (CRD# 5065637) is an Investment Advisor Representative working at Collective Family Office, LLC in York, PA and has over 12 years of experience in the finance industry.
Thrivent Investment Management Inc.
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Collective Family Office, LLC||York, PA||May 2019 - Current||2|
|Bny Mellon Wealth Management||York, PA||Apr 2016 - May 2019||3|
|The Abernathy Group Ii Family Office||New York, NY||Apr 2010 - Apr 2016||6|
|The Abernathy Group Ii, LLC||New York, NY||May 2000 - Apr 2016||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2009|
Total Assets Under Management274MILLIONS
Total Number of Accounts180ACCOUNTS
Average Account Value$1,523,291
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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