Anna Pujolas is a registered investment advisor at Collins Advisors, LLC, based in Buffalo, NY, with 21 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 581 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Collins Advisors offers comprehensive portfolio management services where clients pay a fee based on the value of their account. The maximum annual fee is 1.25%. The fee is negotiable and is deducted from client accounts monthly or quarterly in advance.
Location
610 Main Street, Suite 202, Buffalo, NY, 14202
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Regulatory History (1)
Customer Dispute
January 2023Employment History
Current Registrations
Collins Advisors, LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
AXA Advisors, LLCBroker
State Registrations1 state
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.