Brian David Luster
Advisor at Collective Family Office, LLC — York, PA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
17 years
Location
York, PA 17402
Collective Family Office, LLC
Team
Total advisors
4Clients per advisor
36 LowAvg AUM per client
$3,662,870 Very HighHNW client ratio
56% Very HighBrian Luster is a financial advisor with Collective Family Office, LLC and holds a Series 66 designation. He has 17 years of industry experience, including prior work at BNY Mellon Wealth Management from 2016 to 2019. Luster has been with Collective Family Office since 2019. Collective Family Office provides discretionary portfolio management and pension consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate entities. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, using sub-advisors for alternative allocations, and incorporates derivatives and secured borrowing within its managed accounts.
Based on Collective Family Office, LLC
up to 1.00% annually, negotiable
Account minimum: $1,000,000
York, PA
235 St. Charles Way, Suite 200
York PA 17402
Advisors at this office
4
Pennsylvania · Texas
17 years of industry experience
Collective Family Office, LLC
2019 - Present • 7 years
York, PA
BNY Mellon Wealth Management
2016 - 2019 • 3 years
York, PA
Abernathy Group II LLC
2011 - 2016 • 5 years
New York, NY
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Other specialized services
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