Brian Mcglynn is a registered investment advisor at Flagstar Securities, INC., based in New York, NY, with 23 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,123 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.62% |
| $1.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.83% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.43% |
Rates combine the maximum advisory fee and sponsor fee. Third-party manager fees (0.25% to 1.25%) are additional.
Fee Estimator
Location
1400 Broadway, 16th Floor, New York, NY, 10018
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Brian is employed full-time as a Compliance Officer/AML Compliance Officer of Flagstar Advisors, Inc. at Flagstar Bank, N.A. (NYCB).
Employment History
Current Registrations
Flagstar Securities, INC.
Flagstar Securities, INCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 states
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
More Advisors
- Alexander LeonFlagstar Securities, INC.
- Douglas Geraghty, CFPFlagstar Securities, INC.
- Brian SchwartzFlagstar Securities, INC.
- Joshua Bronstein, CFANeuberger Berman Bd LLC
- Daniel Silver, CFACibc Private Wealth Advisors, INC.
- Peter May, CFPHfh Planning INC.