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Brian Joseph McGlynn

Flagstar Advisors

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About Brian Joseph McGlynn

Brian McGlynn is an investment advisor representative at Flagstar Advisors. Brian has been in the financial services industry since 2002, working for firms such as UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Signature Securities Group Corp./Signature Bank. Brian is registered with the state of Florida as an Investment Advisor Representative and has a Series 66, Series 7, Series 24, and Series 4 license. Brian is currently working at Flagstar Advisors as a Compliance Officer/AML Compliance Officer. Flagstar Advisors specializes in providing portfolio management services to individuals, businesses, pension and profit-sharing plans, and charitable organizations.

Firm Information

Brian McGlynn 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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Brian McGlynn’s Registration & Firm History

NY

03/19/2007 - Present

Flagstar Advisors (New York NY)

NJ

10/03/2002 - 05/15/2006

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

01/25/2002 - 08/08/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/03/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/14/2009

Series 24 - General Securities Principal Examination

BC

Issued 05/23/2007

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Joseph McGlynn.
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