FC
FC

Franklyn Collymore

25 Years of Experience
New York, NY
1 DisclosureBroker

Franklyn Collymore is a registered investment advisor at Jefferies Investment Advisers LLC, based in New York, NY, with 25 years of industry experience. Franklyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only
Assets Under Management
$3.4B

Fee Structure

One-Time Plan:$500 - $50,000
Loading...

Location

520 Madison Avenue, New York, NY, 10022

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
August 1999
Employment History
Current Registrations
Jefferies Investment Advisers LLC
May 2023 - Present · 3 yrs 4 mos
Jefferies LLC
May 2018 - Present · 8 yrs 4 mos
Jefferies LLCBroker
May 2018 - Present · 8 yrs 4 mos
Previous Registrations
Leucadia Asset Management LLC
May 2018 - August 2023 · 5 yrs 3 mos
Morgan Stanley
May 2011 - May 2018 · 7 yrs
Morgan StanleyBroker
April 2011 - May 2018 · 7 yrs 1 mo
UBS Financial Services INC.Broker
July 2008 - March 2010 · 1 yr 8 mos
Citigroup Global Markets INC.Broker
March 2007 - July 2008 · 1 yr 4 mos
Wachovia Securities, LLCBroker
March 2005 - February 2007 · 1 yr 11 mos
Morgan Stanley Dw INC.Broker
June 1999 - March 2005 · 5 yrs 9 mos
State Registrations48 states
AKALARAZCACOCTDCDEFLGAIAIDINKSKYLAMDMEMNMOMSMTNCNDNHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.