Flagstar Advisors
Flagstar Advisors, Inc., a wholly-owned non-bank subsidiary of Flagstar Bank, N.A., offers a diverse set of wealth management and brokerage services to a wide variety of commercial and private clients.
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RTN/ABA: 026013576
Swift code: SIGNUS33
Wealth management services for individuals and businesses
Flagstar Advisors operates as a full-service wealth management, investment advisory, and brokerage services firm that strives to help our clients - private business owners, executives, employees, and institutions - meet their financial goals. Flagstar Advisors' Financial Advisors do not offer proprietary bank or brokerage products, and we approach investment management from a total portfolio perspective. Single-point-of-contact service is at our core, enabling us to offer one-to-one dedication.
Flagstar Advisors utilizes National Financial Services LLC (“NFS”), a Fidelity Investments® company, as our custodian.
Our Clients
- High-Net-Worth Individuals
- Privately Owned Businesses
- Unions and Pensions
- Endowments, Foundations, and Not-for-Profit Organizations
Private Client Wealth Management Services
- Investment Advisory & Asset Management
- Brokerage Services (Equity Trading, Mutual Fund Selection, Retirement Rollovers)
- Personal Financial Planning
- Retirement Planning & IRA Options
- Insurance Services (Life Insurance, Disability Insurance & Annuities)
- Estate Planning
Commercial Investment Advisory & Brokerage Services
- Asset Management (Mutual Fund & Exhange-Traded Fund (ETF) Advisory, Multi-Manager Accounts, Separate Managed Accounts, ESG Investing)
- Brokerage Services (Equity Selection, Mutual Fund Selection, IRA/401K Rollovers)
- Insurance Solutions (Executive Life, Deferred Compensation, Disability, Long-Term Care, Buy/Sell Agreements, Premium Financing & Annuities)
- Business Benefit Solutions
Retirement Plan Services for Business
- Advisor team dedicated to managing business retirement plans
- Experienced as a 3(21) Co-Fiduciary
- Employee Education and Guidance
- Approved and experienced in working with most top record-keeping firms
Regulatory Summaries & Disclosures
Flagstar Advisors Client Relationship Summary
Regulation Best Interest Disclosure
Flagstar Advisors Business Continuity Statement
Flagstar Advisors Business Securities Agreement and Disclosure Booklet
Flagstar Advisors Personal Securities Agreement and Disclosure Booklet
Download Flagstar Advisors SEC 606 Quarterly Reports
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Flagstar Advisors, Inc., Member FINRA/SIPC, is a registered broker-dealer, registered investment adviser, and licensed insurance agency. Flagstar Advisors is a wholly owned non-bank subsidiary of Flagstar Bank, N.A.
Securities and Investment products: ARE NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY - ARE NOT BANK GUARANTEED - MAY LOSE VALUE.
Neither Flagstar Advisors nor its employees or agents provide tax or legal advice. You must consult your tax and legal advisors regarding your personal circumstances. No information contained herein should be considered a recommendation or solicitation to invest in a particular security or type of security.
The material provided is for information purposes only and should not be considered an offer to buy or sell, a solicitation of an offer to buy or a recommendation for any specific securities or products. Before investing in any product or services, consider the investment objectives, risks, charges, and expenses. For fund purchases, a prospectus is available containing this information. Read it carefully prior to making any investment decisions and retain it for your future reference.
Wealth management refers to products and services available through various services providers of which there are important differences including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. Your representative will receive compensation in connection with providing advice or service. It is important to understand the differences when determining products and/or services to select.
Flagstar Advisors only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by FINRA or the SEC nor does it indicate that the adviser has attained a particular level of skill or ability.
Flagstar Bank, N.A., and Flagstar Advisors comply with Section 326 of the USA PATRIOT Act. This law mandates that we request certain information about you while processing your account application. This information is utilized to verify your identity.