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Adam L. Waldman

Flagstar Advisors

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About Adam L. Waldman

Adam L. Waldman is a financial advisor registered with Flagstar Advisors. Adam has been working in the financial services industry since 2008 and holds Series 7, 31, and 66 securities licenses. Adam is registered to offer investment advice in 28 states and has a specialization in portfolio management for individuals and businesses. Adam has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Adam is committed to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Adam Waldman is currently registered with Flagstar Advisors. Flagstar Advisors is an investment advisor headquartered in New York, NY. The firm was formed in May 2000 and has 30 licensed agents, 36 investment advisor representatives, and 45 registered representatives. The firm primarily advises individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth. Flagstar Advisors offers investment advisory services including portfolio management for businesses, individuals, and pension consulting. The firm also provides selection of other advisors. Flagstar Advisors manages over $966 million in discretionary assets for 1,588 accounts. They are registered with the SEC and in all 52 states and are a participant in the FINRA arbitration forum.
Flagstar Advisors

1400 BROADWAY

NEW YORK, NY 10018

$966.65M

Assets Under Management

Not reported

Total Clients

43

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Waldman’s Registration & Firm History

NY

01/07/2025 - Present

Flagstar Advisors (New York NY)

NY

11/14/2013 - 09/23/2014

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

06/01/2009 - 11/20/2013

MORGAN STANLEY (NEW YORK NY)

NY

12/20/2007 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/20/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 12/18/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam L. Waldman.
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