Philip Donald Beviano

Flagstar Advisors

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About Philip Donald Beviano

Philip Beviano is an active Investment Advisor Representative in the state of Florida with Flagstar Advisors. Philip has been in the securities industry since December 1994 and has been associated with Flagstar Advisors since June 2010. Prior to joining Flagstar Advisors, Philip was with Citigroup Global Markets Inc. in Long Beach, NY. Philip specializes in portfolio management for individuals and businesses, as well as pension consulting and selection of other advisors.

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Firm Information

Philip Beviano 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

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.

pension consulting services

Guidance on pension options to ensure a secure financial future.

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

portfolio management for businesses

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

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.

percentage of assets

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

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