Beverly Hills, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Flagstar Securities, Inc.
Multi-team
Firm-wide stats for Flagstar Securities, Inc.
About
Flagstar Securities, Inc. provides investment advisory and portfolio management services to a mix of individual clients (including high‑net‑worth individuals), retirement plans, trusts, estates, charitable organizations, corporations and insurance companies. The firm offers wealth management, a Managed Account Program that allocates among third‑party advisers, and retirement plan consulting, and reported roughly $784 million in discretionary assets under management as of December 31, 2025.
Flagstar generally manages accounts on a discretionary basis, documenting strategies in Investment Policy Statements and allocating among mutual funds, ETFs, alternative investments and selected third‑party managers; the firm uses Envestnet PMC for due diligence and manager recommendations. It includes cash and margined positions in assets under management, requires client suitability information, and conducts periodic monitoring and reallocation of managers and investments.
Distinctive aspects of the firm include its affiliation and multiple regulatory roles: Flagstar is a wholly owned non‑bank subsidiary of Flagstar Bank, N.A., is registered as both an investment adviser and a broker‑dealer, and is also a licensed insurance agency, with affiliated referral arrangements to bank employees. The brochure also discloses operational features that differ from many peers—receipt of correspondent business development credits and other payments from Fidelity, a policy of assessing advisory fees on gross margined assets, and retention of certain net trade‑error gains when Fidelity is custodian—which the firm identifies as potential conflicts of interest.
Based on Flagstar Securities, Inc.
Expertise
Based on Flagstar Securities, Inc.
Location
9665 Wilshire Boulevard, Suite 250
Beverly Hills CA 90212
Advisors at this office
3
Advisors at this office
Maria E
Series 66
Beverly Hills, CA
Flagstar Securities, Inc.
Maria Echeverria is a financial advisor at Flagstar Securities, Inc. with three years of industry experience. She holds a Series 66 designation and has worked previously at Evoke Advisors, Wells Fargo Clearing, and Virtual Outsource Solutions. Outside of finance, she is the founder and owner of INES LLC, an online women's sleepwear business. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm manages approximately $784 million in discretionary assets and offers wealth management, managed account programs, and retirement plan consulting.
Andrew S
Series 63, Series 66
Beverly Hills, CA
Flagstar Securities, Inc.
Andrew Smith is a financial advisor with Flagstar Securities, Inc. in Beverly Hills, CA, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior work includes positions at Signature Securities Group and HSBC Securities USA. He is also co-owner of an ecommerce business selling collectibles called The Master of Coin LLC. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm manages approximately $784 million in discretionary assets, offering wealth management, a Managed Account Program, and retirement plan consulting with a focus on diversified allocations and ongoing portfolio monitoring.
Justin R
Series 66
Beverly Hills, CA
Flagstar Securities, Inc.
Justin Renteria is a financial advisor with Flagstar Securities, Inc. in Beverly Hills, CA, holding a Series 66 designation and eight years of industry experience. His career includes roles at CNR Securities, LLC, City National Rochdale, MML Investors Services, LLC, and Massachusetts Mutual Life Insurance Company. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individual clients, retirement plans, trusts, charitable organizations, corporations, and insurance companies. The firm manages discretionary accounts across various asset classes and employs a multi-manager approach supported by Envestnet PMC.
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