Collins Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$159,996,962
Clients
525
Advisors
2
of 3 employees
About
Collins Advisors provides investment advisory and retirement plan consulting services to individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and business entities. The firm reports a small advisory team of two advisors managing roughly $176 million for about 525 clients and delivers comprehensive portfolio management alongside employer retirement plan consulting.
The firm’s investment process combines multiple analytic methods — including fundamental, technical, quantitative and cyclical analysis — and employs a broad set of instruments such as individual stocks, bonds, ETFs, mutual funds, options and other public and private securities. Collins Advisors may recommend and oversee sub-advisers for portions of client portfolios, and it exercises discretionary authority to hire, fire or reallocate among sub-advisers while monitoring alignment with client goals.
Distinctive features disclosed in the brochure include that the firm’s representatives also act as insurance agents/brokers and receive customary insurance compensation, and the firm discloses the use of borrowing in separately managed accounts — practices that are less common among peers. The brochure also notes the firm’s small-team structure and its stated fiduciary duty to tailor portfolios and rebalance based on individual client objectives and risk tolerance.
Client services
Expertise
Fee options
Up to 1.25% annually
Main office
610 Main Street, Suite 202
Buffalo NY 14202
Advisors at this office
2
Most active in
California · Florida · Massachusetts · New Mexico · New York · North Carolina · Virginia
Also doing business as
Collins Advisors, LLC · Mary Lee Collins
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Christine C
Series 65
Buffalo, NY
Collins Advisors, LLC
Christine Collins Schwinger is a financial advisor at Collins Advisors, LLC with a Series 65 designation and three years of industry experience. She has been with Collins Advisors since 2005. Collins Advisors, LLC provides comprehensive portfolio management and retirement plan consulting to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of analytical methods and diversified asset allocation strategies, offering tailored services that include ongoing monitoring and rebalancing.
Anna P
Series 65, Series 66
Buffalo, NY
Collins Advisors, LLC
Anna Pujolas is a financial advisor at Collins Advisors, LLC in Buffalo, NY, holding Series 65 and Series 66 licenses with 22 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and HSBC Bank USA. Collins Advisors provides investment advisory and retirement plan consulting services to individuals, trusts, pension and profit-sharing plans, and businesses. The firm combines multiple analytic methods and a wide range of investment instruments to deliver portfolio management and employer retirement plan consulting through a small team of two advisors managing approximately $176 million.
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