Stuart
Flaum
Avantax Advisory Services
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About this Advisor
Stuart Flaum is a financial advisor working out of Brooklyn, New York, who has 1 year of relevant experience. Flaum works at Avantax Advisory Services. Over the course of their career, they have held roles at Mass Mutual Life Insurance Co, Mml Investors Services, LLC, Nylife Securities LLC, Stuart Flaum Consulting, LLC, Eagle Strategies LLC, Massmutual Life Insurance Company, Avantax Investment Services Inc, Avantax Advisory Services, Avantax Insurance Agency, LLC, Anthem Inc, Unitedhealthcare Insurance Company, Health Insurance Plan Of Greater New York, Healthpass Insurance Trust, Oxford Health Plans LLC, Special Needs Family Planning, LLC and New York Life Insurance Co. Flaum holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in New York. Avantax Advisory Services is a firm operating out of Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 employees. It handles $31 billion in assets across its 123,393 customer accounts, making it one of the largest firms in the United States by assets under management. Of its 123,393 accounts, just 6% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Avantax Advisory Services performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial management usually depend on which service is offered. However, fees billed by Avantax Advisory Services can consist of any combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Stuart Flaum Work History
Stuart has been registered as a financial advisor for 1 years.*
Avantax Investment Services Inc
Avantax Advisory Services
Avantax Insurance Agency, LLC
Anthem Inc
Unitedhealthcare Insurance Company
Health Insurance Plan Of Greater New York
Stuart Flaum Consulting, LLC
Oxford Health Plans LLC
Healthpass Insurance Trust
Eagle Strategies LLC
Mml Investors Services, LLC
Nylife Securities LLC
Massmutual Life Insurance Company
Special Needs Family Planning, LLC
New York Life Insurance Co
Mass Mutual Life Insurance Co
Mml Investors Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stuart Flaum 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 Avantax Advisory Services
Coppell, TX
Buffalo, NY
Wilmington, DE
Irving, TX
Lansdale, PA
Milwaukee, WI
Irving, TX
Fullerton, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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