Brian D. Luster

COLLECTIVE FAMILY OFFICE

York, PA 17402

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CRD#: 5065637

Professional summary

Brian David Luster is a registered financial advisor currently at COLLECTIVE FAMILY OFFICE, LLC located in York, Pennsylvania.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Brian has worked at 3 firms and has passed the Series 66, SIE, Series 87, Series 86 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian David Luster's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 15, 2019 - Present

COLLECTIVE FAMILY OFFICE, LLC

Office #1: 235 St. Charles Way Suite 200, York, PA 17402

RIA

CRD#: 301274

York, PA

Past

April 15, 2011 - April 1, 2016

ABERNATHY GROUP II LLC

RIA

CRD#: 152401

NEW YORK, NY

Past

December 2, 2005 - April 1, 2016

APB FINANCIAL GROUP, LLC

CRD#: 38235

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COLLECTIVE FAMILY OFFICE, LLC

CRD#: 301274 / SEC#: 801-115052

RIA

Registered Investment Advisory firm - (4/22/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(5/15/2019)

IAR

Texas
(2/12/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/7/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/1/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 87

Date: 8/20/2008

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 86

Date: 12/1/2007

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 7

Date: 12/1/2005

General Securities Representative Examination

Current Firm

COLLECTIVE FAMILY OFFICE, LLC

CRD#: 301274 / SEC#: 801-115052

RIA

Registered Investment Advisory firm - (4/22/2019 Approved)

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Contact information

Main Address

235 St. Charles Way Suite 200, York, PA 17402

Mailing Address

235 St. Charles Way Suite 200, York, PA 17402

Phone number

(717) 893-5055

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COLLECTIVE FAMILY OFFICE, LLC FORM ADV PART 2A BROCHURE (3/3/2025)

Regulatory assets under management

Total Number of Accounts	436
AUM (Assets Under Management)	$ 451,736,494

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Brian D. Luster

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian David Luster's CRS (Customer Relationship Summary).

Certified licenses

Experience

ABERNATHY GROUP II LLC

APB FINANCIAL GROUP, LLC

Primary Firm SEC Registration

COLLECTIVE FAMILY OFFICE, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/7/2009

SIE

Date: 4/1/2016

Series 87

Date: 8/20/2008

Series 86

Date: 12/1/2007

Series 7

Date: 12/1/2005

Current Firm

COLLECTIVE FAMILY OFFICE, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COLLECTIVE FAMILY OFFICE, LLC

TRUST BUT VERIFY

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