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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-20-2000
- Office Locations
- 10
Office Locations
About Flagstar Securities, INC
Flagstar Advisors is a New York-based advisory firm serving both retail and institutional clients. The team provides financial planning, portfolio construction, retirement plan support, and insurance/annuity solutions, with portfolios built using mutual funds and ETFs alongside fixed-income exposure. Distribution partners should note its Envestnet-enabled workflow and primary custody through Fidelity/NFS.
Reported data analysis
What the numbers show
Between November 14, 2025 and July 28, 2026, reported AUM decreased 32.1%, from $1.2B to $784.3M.
Across 5 reported observations, AUM decreased 28.4% between April 12, 2022 and July 28, 2026, from $1.1B to $784.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 37 advisory representatives and 1,123 clients, or 30.4 clients per representative. That equates to $698.4K in reported AUM per client.
The profile lists 10 reported office locations and 25 years in operation. The source data was last updated on July 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Flagstar Securities, INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Adam Brian Feit
DIRECTOR, President
- CRD
- #3261251
- Ownership
- Less than 5%
DOUGLAS P GERAGHTY
Chief Compliance Officer, DIRECTOR
- CRD
- #6106821
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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Scott Allison
--
- CRD
- #5229150
Essa Athar
--
- CRD
- #7350881
Showing 2 of 52 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $784,311,024 | $698,407 |
| Non-Discretionary | $0 | -- |
| Total | $784,311,024 | $698,407 |
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Separately Managed Accounts
SMA allocation detail is available
Flagstar Securities, INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Flagstar Securities, INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.