Anthony
Fella

Flagstar Advisors

CRD#5547247
Investment Advisor
in New York, NY

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About this Advisor

Anthony Fella is a financial advisor based in New York, New York, working with Flagstar Advisors. Anthony has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Jp Morgan Securities LLC, Jpmorgan Chase Bank, Winick Productions, Telstar Home Entertainment, Transamerica Retirement Solutions, Transamerica Investor Securities Corporation, Signature Securities Group Corp./Signature Bank, and Flagstar Advisors/Flagstar Bank. Anthony has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Anthony is part of Flagstar Advisors, which operates out of New York, New York. 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 65

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

1400 Broadway, 16Th Floor
New York, NY 10018

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Flagstar Advisors Brokerage Details

Total Assets Under Management

$966,652,484

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

49

NY Average: 88
Total Number of Accounts

1,588

NY Average: 3,892
Average Account Size

$608,723

NY 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

Anthony Fella Work History

2023 - Present (1 year)

Flagstar Advisors/Flagstar Bank

2019 - 2023 (4 years)

Signature Securities Group Corp./Signature Bank

2018 - 2019 (1 year)

Transamerica Retirement Solutions

2018 - 2019 (1 year)

Transamerica Investor Securities Corporation

2017 - 2018 (1 year)

Telstar Home Entertainment

2016 - 2017 (1 year)

Jp Morgan Securities LLC

2016 - 2017 (1 year)

Jpmorgan Chase Bank

2014 - 2019 (5 years)

Winick Productions

2012 - 2016 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2016 (4 years)

Bank Of America, N.A

Disclosures

Please visit the SEC profile of Anthony Fella 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

Jonathan Lucente
New York, NY
Andrew Smith
Beverly Hills, CA
Douglas Geraghty
New York, NY
Jay Slade
Brooklyn, NY
Stephen Farinacci
New York, NY
Brian Schwartz
New York, NY
Adam Waldman
New York, NY
Karma Shahin
Beverly Hills, CA

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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