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20 advisors near New York, NY
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Roman Y
Series 63, Series 66
New York, NY
Flagstar Advisors
Roman Yakubov is a financial advisor at Flagstar Advisors in New York, NY, holding Series 63 and Series 66 registrations with 18 years of industry experience. His prior roles include positions at Citigroup, TD Ameritrade, and Scottrade. Outside of his advisory work, he volunteers as an EMT with the Morganville First Aid and Rescue Squad. Flagstar Advisors serves a diverse client base including high net worth individuals, retirement plans, trusts, corporations, and insurance companies. The firm offers wealth management, retirement plan consulting, and portfolio management through discretionary asset allocation across mutual funds, ETFs, alternative investments, and third-party advisers.
Alexander Z
Series 66
New York, NY
Flagstar Advisors
Alexander Zias is a financial advisor with Flagstar Advisors in New York, NY, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Signature Securities and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Flagstar Advisors serves individual and institutional clients, including high net worth individuals, retirement plans, trusts, corporations, and insurance companies, offering wealth management, retirement plan consulting, financial planning, and portfolio management. The firm operates with approximately 47 advisors and manages about $1.16 billion in discretionary assets, typically developing Investment Policy Statements and implementing discretionary management through a diversified allocation of mutual funds, ETFs, alternative investments, and third-party advisers.
Matthew H
Series 66
New York, NY
Flagstar Advisors
Matthew Healey is a financial advisor at Flagstar Advisors in New York, NY, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Signature Securities Group Corp. and Cronin and Cronin PLLC. Flagstar Advisors serves individual and institutional clients, including high net worth individuals and retirement plans, offering wealth management, financial planning, and portfolio management through a multi-team approach with approximately 47 advisors and $1.16 billion in discretionary assets. The firm utilizes discretionary management with a range of investment vehicles and third-party advisers, supported by its affiliation with Flagstar Bank and related financial businesses.
Salim N
Series 63, Series 65
New York, NY
Flagstar Advisors
Salim Nazkani is a financial advisor at Flagstar Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Signature Securities Group Corp./Signature Bank for 22 years before joining Flagstar Advisors in 2023. He also serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Advisors serves individual and institutional clients, including high net worth individuals, retirement plans, trusts, corporations, and insurance companies. The firm offers wealth management, retirement plan consulting, financial planning, and portfolio management through a multi-team platform with discretionary asset management and access to a broad range of securities and insurance products.
Brian S
Series 63, Series 65, Series 66
New York, NY
Flagstar Advisors
Brian Schwartz is a financial advisor at Flagstar Advisors in New York, NY, with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Signature Securities Group Corp., HSBC Bank USA, and HSBC Securities (USA) Inc. He also serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Advisors serves individual and institutional clients through wealth management, retirement plan consulting, financial planning, and portfolio management. The firm manages approximately $1.16 billion in discretionary assets across a multi-team structure and offers access to a broad range of securities and insurance products.
Philip P
Series 63, Series 65
Brooklyn, NY
Flagstar Advisors
Philip Perry is a financial advisor at Flagstar Advisors in New York, NY, holding Series 63 and Series 65 licenses with 34 years of industry experience. He worked at Signature Securities Group Corp./Signature Bank for 23 years before joining Flagstar Advisors in 2023. Flagstar Advisors serves individual and institutional clients including high net worth individuals, retirement plans, trusts, corporations, and insurance companies. The firm offers wealth management, retirement plan consulting, financial planning, and portfolio management, operating at a multi-team scale with approximately 47 advisors and over $1 billion in discretionary assets.
Carly D
Series 66
New York, NY
Flagstar Advisors
Carly Doshi is a financial advisor at Flagstar Advisors with two years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC, HSBC Bank USA, and Evercore Wealth Management. Doshi serves as Chair-Board Member of the Society of Trust and Estate Practitioners. Flagstar Advisors serves individual and institutional clients, including high net worth individuals, retirement plans, trusts, corporations, and insurance companies. The firm offers wealth management, retirement plan consulting, and portfolio management, utilizing a multi-team approach and discretionary asset management with access to a broad range of securities and insurance products.
William P
Series 63, Series 65
New York, NY
Flagstar Advisors
William Phelan is a financial advisor at Flagstar Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Signature Securities Group Corp. for 14 years. Outside of finance, he is the president and sole owner of WGPhelan Fine Art Photography LLC, a retail photography business. Flagstar Advisors serves individual and institutional clients, including high net worth individuals and retirement plans, offering wealth management, retirement plan consulting, financial planning, and portfolio management. The firm employs a discretionary management approach based on individualized Investment Policy Statements and utilizes a range of investment vehicles and third-party advisers.
Brian M
Series 66
New York, NY
Flagstar Advisors
Brian Mcglynn is a financial advisor at Flagstar Advisors with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Signature Securities Group Corp. and Signature Bank. Mcglynn also serves as a Compliance Officer and Anti-Money Laundering Compliance Officer (AMLCO) at Flagstar Advisors. Flagstar Advisors serves a diverse client base including high net worth individuals, retirement plans, trusts, corporations, and insurance companies. The firm employs a multi-team approach, managing approximately $1.16 billion in discretionary assets through wealth management, retirement plan consulting, financial planning, and portfolio management services.
Mark P
Series 63, Series 65
New York, NY
Flagstar Advisors
Mark Pittsey is a financial advisor with Flagstar Advisors in New York, NY, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has worked previously with HSBC Securities and HSBC Private Bank, and currently serves as Head of Private Banking & Wealth Management at Flagstar Bank, N.A. Flagstar Advisors serves individual and institutional clients, including high net worth individuals, retirement plans, trusts, corporations, and insurance companies, offering wealth management, retirement plan consulting, financial planning, and portfolio management through a multi-team model. The firm emphasizes discretionary asset management guided by customized Investment Policy Statements and leverages affiliated banking and insurance businesses within its operations.
Michael S
Series 63, Series 66
Great Neck, NY
Flagstar Advisors
Michael Santucci is a financial advisor at Flagstar Advisors with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Signature Securities Group Corp. for ten years. He also serves as Group Director Investments and Senior Vice President at New York Community Bancorp, the parent company of Flagstar Advisors. Flagstar Advisors serves individual and institutional clients, including high net worth individuals, retirement plans, trusts, corporations, and insurance companies. The firm provides wealth management, retirement plan consulting, financial planning, and portfolio management through discretionary asset allocation and active manager oversight.
Robert V
Series 63, Series 65
New York, NY
Flagstar Advisors
Robert Vessecchia is a financial advisor at Flagstar Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Signature Securities Group Corp./Signature Bank for 22 years. Since 2024, he has also served as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Advisors serves individual and institutional clients, including high net worth individuals, retirement plans, trusts, corporations, and insurance companies. The firm offers wealth management, retirement plan consulting, financial planning, and portfolio management, utilizing a multi-team approach with discretionary management across a broad range of investment products.
Alexander L
Series 63, Series 65
New York, NY
Flagstar Advisors
Alexander Leon is a financial advisor at Flagstar Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Signature Securities and HSBC Bank USA, N.A. He also serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Advisors serves a diverse client base, including high net worth individuals, retirement plans, trusts, corporations, and insurance companies, providing wealth management, retirement plan consulting, and portfolio management through a multi-team approach. The firm combines discretionary asset management with access to a broad range of securities and insurance products and operates as a wholly owned subsidiary of Flagstar Bank.
Stephen F
Series 63, Series 66
New York, NY
Flagstar Advisors
Stephen Farinacci is a financial advisor at Flagstar Advisors with 31 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Signature Securities Group Corp. and HSBC Bank USA. In addition to his advisory role, he serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Advisors serves individual and institutional clients, including high net worth individuals, retirement plans, trusts, corporations, and insurance companies. The firm employs a multi-team approach to wealth management, offering discretionary portfolio management, retirement plan consulting, and financial planning with access to a broad range of securities and insurance products.
Richard P
Series 63, Series 65, Series 66
New York, NY
Flagstar Advisors
Richard Petrosky is a financial advisor at Flagstar Advisors with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Flagstar Advisors, he worked at HSBC in various roles from 2008 to 2025. Outside of his advisory role, he serves as Regional Market Executive and Executive Vice President at Flagstar Bank. Flagstar Advisors serves individual and institutional clients, including high net worth individuals, retirement plans, trusts, corporations, and insurance companies. The firm offers wealth management, retirement plan consulting, financial planning, and portfolio management through a multi-team structure with approximately 47 advisors and $1.16 billion in discretionary assets.
Darren C
Series 63, Series 66
Brooklyn, NY
Flagstar Advisors
Darren Castillo is a financial advisor at Flagstar Advisors with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Signature Securities Group Corp. and Signature Bank. Flagstar Advisors serves individual and institutional clients, including high net worth individuals, retirement plans, trusts, corporations, and insurance companies. The firm offers wealth management, retirement plan consulting, financial planning, and portfolio management, utilizing a discretionary investment approach with access to a broad range of securities, insurance products, and third-party managers.
Moses L
Series 66
New York, NY
Flagstar Advisors
Moses Lin is a financial advisor at Flagstar Advisors with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Signature Securities and HSBC Bank USA, N.A. Lin also serves as Group Director Investments and Senior Vice President at New York Community Bancorp, the parent company of Flagstar Advisors. Flagstar Advisors serves individual and institutional clients, including high net worth individuals, retirement plans, trusts, corporations, and insurance companies. The firm offers wealth management, retirement plan consulting, financial planning, and portfolio management, operating with a multi-team approach and utilizing discretionary management with a diverse set of investment products.
Anthony F
Series 63, Series 66
New York, NY
Flagstar Advisors
Anthony Ficorilli is a financial advisor at Flagstar Advisors with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Signature Securities Group Corp. and Signature Bank for 16 years before joining Flagstar Advisors in 2023. Flagstar Advisors serves individual and institutional clients, including high net worth individuals, retirement plans, trusts, corporations, and insurance companies. The firm provides wealth management, retirement plan consulting, financial planning, and portfolio management through a multi-team approach with approximately 47 advisors and $1.16 billion in discretionary assets.
Peter B
Series 66
New York, NY
Flagstar Advisors
Peter Bruno is a financial advisor at Flagstar Advisors in New York, NY, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Signature Securities, Charles Schwab, TD Ameritrade, and Equitable, LLC. Flagstar Advisors serves a diverse client base including high net worth individuals, retirement plans, trusts, corporations, and insurance companies. The firm offers wealth management, retirement plan consulting, financial planning, and portfolio management through a multi-team approach, utilizing discretionary management with a range of investment products and third-party advisers.
Douglas G
CFP®, Series 63, Series 65
New York, NY
Flagstar Advisors
Douglas Geraghty is a CFP® with 13 years of experience in the financial industry. He is currently with Flagstar Advisors and has worked previously at firms including ARK Global, Vanderbilt Securities, Sterling National Bank, Capital One Investing, and Commonwealth Financial Network. Geraghty serves as Chief Compliance Officer of Flagstar Advisors in addition to his advisory role. Flagstar Advisors serves individual and institutional clients such as high net worth individuals, retirement plans, trusts, corporations, and insurance companies. The firm offers wealth management, retirement plan consulting, and portfolio management, utilizing discretionary asset allocation among mutual funds, ETFs, alternative investments, and third-party advisers.
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20 advisors near New York, NY
Based on your filters