Andrew
Smith

Flagstar Advisors

CRD#6178197
Investment Advisor
in Beverly Hills, CA

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About this Advisor

Andrew Smith is a financial advisor based in Beverly Hills, California, working with Flagstar Advisors. Andrew has previously held positions at HSBC Bank USA, N.A, HSBC Securities (USA) Inc, HSBC Securities USA, Inc, Signature Securities Group, and Flagstar Advisors/Flagstar Bank. Andrew has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and New York. Currently, Andrew is part of Flagstar Advisors, which operates out of Beverly Hills, California. The firm has 16 offices and 49 employees. The firm manages assets totaling $966.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Flagstar Advisors includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

9665 Wilshire Boulevard Suite 250
Beverly Hills, CA 90212

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Flagstar Advisors Brokerage Details

Total Assets Under Management

$966,652,484

CA Average: $7,464,549,021
Total Number of Employees

49

CA Average: 88
Total Number of Accounts

1,588

CA Average: 3,892
Average Account Size

$608,723

CA Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Andrew Smith Work History

2023 - Present (1 year)

Flagstar Advisors/Flagstar Bank

2021 - 2023 (2 years)

Signature Securities Group

2020 - 2021 (1 year)

Hsbc Securities Usa, Inc

2017 - 2020 (3 years)

Hsbc Securities Usa, Inc

2016 - 2017 (1 year)

Hsbc Securities Usa, Inc

2015 - 2015 (< 1 year)

Hsbc Securities (Usa) Inc

2015 - 2016 (1 year)

Hsbc Securities Usa, Inc

2014 - 2015 (1 year)

Hsbc Bank Usa, N.A

Disclosures

Please visit the SEC profile of Andrew Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Flagstar Advisors, Inc

Andrew Smith
Beverly Hills, CA
Jonathan Lucente
New York, NY
Douglas Geraghty
New York, NY
Jay Slade
Brooklyn, NY
Stephen Farinacci
New York, NY
Alexander Leon
New York, NY
Christopher Merrifield
Beverly Hills, CA
Darren Castillo
Brooklyn, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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