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Noreen Dorrian

23 Years of Experience
Broker

Noreen Dorrian is a registered investment advisor at Flagstar Advisors, INC., based in White Plains, NY, with 23 years of industry experience. Noreen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,571 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
27 advisors
Number of Clients
1,571 clients
Average Client Portfolio
$735K average
Assets Under Management
$1.2B

Fee Structure

Investment management only (planning not offered)

Flagstar Advisors' Managed Account Program charges an advisory fee, a sponsor fee, and potentially a third-party advisor (TPA) fee if a TPA manages your account.

The advisory fee is a percentage of your portfolio's value and is negotiable:

  • Up to $999,999: 1.50% per year
  • $1,000,000 - $4,999,999: 1.00% per year
  • $5,000,000 - $9,999,999: 0.75% per year
  • $10,000,000 - $19,999,999: 0.50% per year
  • Above $20,000,000: 0.40% per year

The sponsor fee covers implementation, platform, and administrative costs:

  • Up to $499,999: 0.12% per year
  • $500,000 - $1,999,999: 0.10% per year
  • $2,000,000 - $4,999,999: 0.09% per year
  • $5,000,000 - $9,999,999: 0.08% per year
  • $10,000,000 - $19,000,000: 0.05% per year
  • Above $20,000,000: 0.03% per year

TPA fees range from 0.25% to 1.25% and may or may not be negotiable.

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Location

360 Hamilton Ave., 5th Floor, White Plains, NY, 10601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Flagstar Advisors, INC.
January 2025 - Present · 1 yr 3 mos
Flagstar AdvisorsBroker
April 2002 - Present · 24 yrs
Previous Registrations
Flagstar Advisors, INC.
December 2003 - December 2024 · 21 yrs
State Registrations28 states
AZCACOCTDCDEFLGAHIIAILMAMDMEMINCNHNJNMNVNYOHORPASCTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.