F
$784.3M Total AUM
$784.3M Disc. AUM
-- 3Y CAGR
37 Employees
1,123 ADV. Clients
25 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-20-2000
- Office Locations
- 10
Office Locations
1400 Broadway, 7TH Floor NEW York NY
2033 N Main St. STE 1050 Walnut Creek CA
230 Royal Palm WAY Palm Beach FL
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.
Team overview
45 AVG AGE
$21.2M AVG AUM / ADVISOR
$698.4K AVG AUM / CLIENT
6.3 yrs AVG TENURE
37 Employees
37 Advisory Reps
28 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
A
Adam Brian Feit
DIRECTOR, President
- CRD
- #3261251
- Ownership
- Less than 5%
Available
Available
Available
DOUGLAS P GERAGHTY
Chief Compliance Officer, DIRECTOR
- CRD
- #6106821
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 8 owners & executives
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S
Scott Allison
--
- CRD
- #5229150
Available
Available
Available
E
Essa Athar
--
- CRD
- #7350881
Available
Available
Available
Showing 2 of 49 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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