Anna Maria Pujolas
Investment adviser representative at Collins Advisors, LLC
10 yearsExperience
1 stateRegistered in
$176.4MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Collins Advisors, LLCFeb 2026 to now
- Wells Fargo Clearing Services, LLC.Dec 2021 to Jan 2026
- HSBC Bank USA, N.A.Aug 2016 to Dec 2021
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (NY).
Collins Advisors, LLC
$176.4MAssets managed
581Clients
3Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4689186
- Firm CRD
- 129270