Brian
Schwartz
Flagstar Advisors
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About this Advisor
Brian Schwartz is a financial advisor based in New York, New York, working with Flagstar Advisors. Brian has previously held positions at HSBC Securities (USA) Inc, HSBC Bank USA N.A, Flagstar Advisors/Flagstar Bank, and Signature Securities Group Corp./Signature Bank. Brian has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in New York and Texas. Currently, Brian 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
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
Brian Schwartz Work History
Flagstar Advisors/Flagstar Bank
Signature Securities Group Corp./Signature Bank
Hsbc Bank Usa N.A
Hsbc Securities (Usa) Inc
Disclosures
Please visit the SEC profile of Brian Schwartz 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
Beverly Hills, CA
New York, NY
New York, NY
Brooklyn, NY
New York, NY
New York, NY
New York, NY
Brooklyn, NY
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