Andrew
Smith
Flagstar Advisors
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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
Services Offered
Fee Structure
Office Location
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Flagstar Advisors Brokerage Details
$966,652,484
49
1,588
$608,723
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
Flagstar Advisors/Flagstar Bank
Signature Securities Group
Hsbc Securities Usa, Inc
Hsbc Securities Usa, Inc
Hsbc Securities Usa, Inc
Hsbc Securities (Usa) Inc
Hsbc Securities Usa, Inc
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
New York, NY
New York, NY
Beverly Hills, CA
New York, NY
New York, NY
Brooklyn, NY
New York, NY
Beverly Hills, CA
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