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Philip Vincent Perry

Flagstar Advisors

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About Philip Vincent Perry

Philip Vincent Perry is a financial advisor with Flagstar Advisors. Philip has been a registered representative since 1991 and holds a variety of licenses including Series 65, 63, 7, 4, 24, 8, 9, 10, 53, 99TO and SIE. Philip has experience with both individual and business clients. Philip’s expertise extends to providing portfolio management and financial planning advice.

Firm Information

Philip Perry 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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Philip Perry’s Registration & Firm History

NY

01/07/2025 - Present

Flagstar Advisors (JACKSON HEIGHTS NY)

NY

06/19/2000 - 09/25/2000

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

NY

03/23/1999 - 06/19/2000

REPUBLIC FINANCIAL SERVICES CORPORATION (NEW YORK NY)

NY

01/16/1992 - 03/30/1999

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NY

04/04/1991 - 08/05/1991

HIBBARD BROWN & CO., INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/18/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/23/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/18/2001

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/22/2001

Series 4 - Registered Options Principal Examination

BC

Issued 05/26/1999

Series 24 - General Securities Principal Examination

BC

Issued 12/23/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Vincent Perry.
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