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Daniel John Menton

Flagstar Advisors

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About Daniel John Menton

Daniel John Menton is a financial advisor with over 24 years of experience in the industry. Daniel is registered with Flagstar Advisors and has been with the firm since April 2023. Prior to joining Flagstar Advisors, Daniel worked at Signature Securities Group Corp./Signature Bank. Daniel is also a Certified Financial Planner. Daniel has extensive experience providing financial planning and investment advice to individuals, families, businesses, and non-profits. Daniel has a long history of working with high net worth individuals, corporations, and charitable organizations. Daniel is committed to providing his clients with personalized financial advice and investment strategies that meet their individual needs and goals.

Firm Information

Daniel Menton 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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Daniel Menton’s Registration & Firm History

NY

01/07/2025 - Present

Flagstar Advisors (JACKSON HEIGHTS NY)

NY

01/01/2005 - 09/06/2012

HSBC SECURITIES (USA) INC. (WOODSIDE NY)

NY

06/19/2000 - 01/01/2005

HSBC BROKERAGE (USA) INC. (NEW YORK NY)

NY

12/16/1998 - 06/19/2000

REPUBLIC FINANCIAL SERVICES CORPORATION (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/28/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/19/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/10/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/10/2003

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/05/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/1999

Series 7 - General Securities Representative Examination

BC

Issued 12/10/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel John Menton.
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