White Plains, NY Office

Team
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Flagstar Securities, Inc. logo

Flagstar Securities, Inc.

Multi-team

Firm-wide stats for Flagstar Securities, Inc.

Total advisors

31

Across 7 offices

Clients per advisor

32 Low

Avg AUM per client

$642,169 Typical

HNW client ratio

34% High

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

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies

Based on Flagstar Securities, Inc.

Location

360 Hamilton Ave., 5th Floor

White Plains NY 10601

Advisors at this office

2

Advisors at this office

user avatar

Scott W

Series 63, Series 65

White Plains, NY

Flagstar Securities, Inc.

Scott Weinfeld is a financial advisor with Flagstar Securities, Inc. in White Plains, NY, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He previously worked for Signature Securities Group Corp./Signature Bank from 2002 to 2023 and has been with Flagstar in various roles since 2023. He also holds the title of Group Director Investments - Senior Vice President at New York Community Bancorp, affiliated with Flagstar. Flagstar Securities, Inc. serves a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations, offering wealth management, managed account programs, and retirement plan consulting with approximately $784 million in discretionary assets under management as of 2025. The firm manages accounts primarily on a discretionary basis, allocating across multiple investment vehicles and third-party managers while operating as a wholly owned non-bank subsidiary of Flagstar Bank, N.A.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies
user avatar

Noreen D

Series 66

White Plains, NY

Flagstar Securities, Inc.

Noreen Dorrian is a financial advisor with Flagstar Securities, Inc. in White Plains, NY, holding a Series 66 designation and 24 years of industry experience. She previously worked at Signature Securities Group Corp./Signature Bank for 18 years before joining Flagstar Advisors and later Flagstar Securities. 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 roughly $784 million in discretionary assets, using a range of mutual funds, ETFs, alternative investments, and third-party managers, with a focus on documented investment strategies and ongoing portfolio monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies
View complete list of advisors at this office
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