Luke
Collins

Proteus, LLC

CRD#2829177
Investment Advisor
in Brookline, MA

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About this Advisor

Luke Collins is a financial advisor working out of Brookline, Massachusetts with a total of 3 years of relevant experience. Collins works at Proteus, LLC. The advisor has gained experience at Guggenheim Investment Advisors, LLC, Guggenheim Investor Services, LLC, Atlantic Pacific Capital, P/E Investments, LLC, Proteus, LLC and Great Point Capital, LLC. Collins maintains Series 66, Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Indiana. Proteus, LLC is a financial advisory business based out of Indianapolis, IN. It has offices in three locations and a total of 15 employees. It handles $129 million in total assets among its 18 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Proteus, LLC performs a few services, such as portfolio management for pooled investment vehicles and selection of other advisers. Fees for financial advice are based on the financial services provided. Fee types billed by Proteus, LLC likely consist of any blend of asset-based and performance-based fees.

Certifications and Registrations

Series 66, Series 65, Series 63

Years Registered*

3 years

Services Offered

Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Brookline, MA

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Proteus, LLC Brokerage Details

Total Assets Under Management

$128,774,783

MA Average: $1,347,246,178
Total Number of Employees

15

MA Average: 46
Total Number of Accounts

18

MA Average: 1,775
Average Account Size

$7,154,155

MA Average: $759,012

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Luke Collins Work History

Luke has been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

Great Point Capital, LLC

2019 - Present (5 years)

Proteus, LLC

2015 - 2019 (4 years)

P/E Investments, LLC

2014 - 2014 (< 1 year)

Atlantic Pacific Capital

2011 - 2013 (2 years)

Guggenheim Investment Advisors, LLC

2011 - 2013 (2 years)

Guggenheim Investor Services, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Luke Collins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Proteus, LLC

Eric Knauss
Indianapolis, IN
Matthew Reynolds
Indianapolis, IN
Cheryl Ackerman
Indianapolis, IN
Jonathan Bradley
Indianapolis, IN
Luke Collins
Brookline, MA
Patrick Keane
Indianapolis, IN
David Rankin
Indianapolis, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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