Flagstar Advisors

Roman Yakubov is a financial advisor at Flagstar Advisors in New York, NY, holding Series 63 and Series 66 registrations with 18 years of industry experience. His prior roles include positions at Citigroup, TD Ameritrade, and Scottrade. Outside of his advisory work, he volunteers as an EMT with the Morganville First Aid and Rescue Squad. Flagstar Advisors serves a diverse client base including high net worth individuals, retirement plans, trusts, corporations, and insurance companies. The firm offers wealth management, retirement plan consulting, and portfolio management through discretionary asset allocation across mutual funds, ETFs, alternative investments, and third-party advisers.

Alexander Zias is a financial advisor with Flagstar Advisors in New York, NY, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Signature Securities and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Flagstar Advisors serves individual and institutional clients, including high net worth individuals, retirement plans, trusts, corporations, and insurance companies, offering wealth management, retirement plan consulting, financial planning, and portfolio management. The firm operates with approximately 47 advisors and manages about $1.16 billion in discretionary assets, typically developing Investment Policy Statements and implementing discretionary management through a diversified allocation of mutual funds, ETFs, alternative investments, and third-party advisers.

Maria Echeverria is a financial advisor at Flagstar Advisors with two years of industry experience. She holds a Series 66 designation and has worked at Flagstar Advisors, Virtual Outsource Solutions, Evoke Advisors, and Wells Fargo Clearing Services. Outside of finance, she is the founder and owner of INES LLC, a women's sleepwear online business based in Los Angeles. Flagstar Advisors serves a diverse client base including high net worth individuals, retirement plans, trusts, corporations, and insurance companies. The firm employs a multi-team approach to wealth management, offering discretionary portfolio management, retirement plan consulting, and financial planning, and integrates a broad range of securities and insurance products into its advisory programs.

James Roach is a financial advisor at Flagstar Advisors with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Flagstar Advisors since 2001. Additionally, he serves as Group Director Investments and Senior Vice President at New York Community Bancorp, the parent company of Flagstar Advisors. Flagstar Advisors serves individual and institutional clients through wealth management, retirement plan consulting, financial planning, and portfolio management. The firm employs a multi-team approach with approximately 47 advisors and manages about $1.16 billion in discretionary assets, offering access to a broad range of securities and insurance products.

Matthew Healey is a financial advisor at Flagstar Advisors in New York, NY, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Signature Securities Group Corp. and Cronin and Cronin PLLC. Flagstar Advisors serves individual and institutional clients, including high net worth individuals and retirement plans, offering wealth management, financial planning, and portfolio management through a multi-team approach with approximately 47 advisors and $1.16 billion in discretionary assets. The firm utilizes discretionary management with a range of investment vehicles and third-party advisers, supported by its affiliation with Flagstar Bank and related financial businesses.

Salim Nazkani is a financial advisor at Flagstar Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Signature Securities Group Corp./Signature Bank for 22 years before joining Flagstar Advisors in 2023. He also serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Advisors serves individual and institutional clients, including high net worth individuals, retirement plans, trusts, corporations, and insurance companies. The firm offers wealth management, retirement plan consulting, financial planning, and portfolio management through a multi-team platform with discretionary asset management and access to a broad range of securities and insurance products.

Brian Schwartz is a financial advisor at Flagstar Advisors in New York, NY, with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Signature Securities Group Corp., HSBC Bank USA, and HSBC Securities (USA) Inc. He also serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Advisors serves individual and institutional clients through wealth management, retirement plan consulting, financial planning, and portfolio management. The firm manages approximately $1.16 billion in discretionary assets across a multi-team structure and offers access to a broad range of securities and insurance products.

Scott Weinfeld is a financial advisor at Flagstar Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Signature Securities Group Corp. from 2002 to 2023. He also serves as Group Director Investments and Senior Vice President at New York Community Bancorp, the parent company of Flagstar Advisors. Flagstar Advisors serves individual and institutional clients, including high net worth individuals, retirement plans, trusts, corporations, and insurance companies, offering wealth management, retirement plan consulting, financial planning, and portfolio management. The firm uses a multi-team approach and discretionary management, allocating assets among mutual funds, ETFs, alternative investments, and third-party advisers.

Philip Perry is a financial advisor at Flagstar Advisors in New York, NY, holding Series 63 and Series 65 licenses with 34 years of industry experience. He worked at Signature Securities Group Corp./Signature Bank for 23 years before joining Flagstar Advisors in 2023. Flagstar Advisors serves individual and institutional clients including high net worth individuals, retirement plans, trusts, corporations, and insurance companies. The firm offers wealth management, retirement plan consulting, financial planning, and portfolio management, operating at a multi-team scale with approximately 47 advisors and over $1 billion in discretionary assets.

Carly Doshi is a financial advisor at Flagstar Advisors with two years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC, HSBC Bank USA, and Evercore Wealth Management. Doshi serves as Chair-Board Member of the Society of Trust and Estate Practitioners. Flagstar Advisors serves individual and institutional clients, including high net worth individuals, retirement plans, trusts, corporations, and insurance companies. The firm offers wealth management, retirement plan consulting, and portfolio management, utilizing a multi-team approach and discretionary asset management with access to a broad range of securities and insurance products.

William Phelan is a financial advisor at Flagstar Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Signature Securities Group Corp. for 14 years. Outside of finance, he is the president and sole owner of WGPhelan Fine Art Photography LLC, a retail photography business. Flagstar Advisors serves individual and institutional clients, including high net worth individuals and retirement plans, offering wealth management, retirement plan consulting, financial planning, and portfolio management. The firm employs a discretionary management approach based on individualized Investment Policy Statements and utilizes a range of investment vehicles and third-party advisers.

Brian Mcglynn is a financial advisor at Flagstar Advisors with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Signature Securities Group Corp. and Signature Bank. Mcglynn also serves as a Compliance Officer and Anti-Money Laundering Compliance Officer (AMLCO) at Flagstar Advisors. Flagstar Advisors serves a diverse client base including high net worth individuals, retirement plans, trusts, corporations, and insurance companies. The firm employs a multi-team approach, managing approximately $1.16 billion in discretionary assets through wealth management, retirement plan consulting, financial planning, and portfolio management services.

Mark Pittsey is a financial advisor with Flagstar Advisors in New York, NY, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has worked previously with HSBC Securities and HSBC Private Bank, and currently serves as Head of Private Banking & Wealth Management at Flagstar Bank, N.A. Flagstar Advisors serves individual and institutional clients, including high net worth individuals, retirement plans, trusts, corporations, and insurance companies, offering wealth management, retirement plan consulting, financial planning, and portfolio management through a multi-team model. The firm emphasizes discretionary asset management guided by customized Investment Policy Statements and leverages affiliated banking and insurance businesses within its operations.

Karli Vazquez Mendez is a CFP® professional with 16 years of experience in the financial services industry. She currently serves as Group Director and Senior Vice President at Flagstar Advisors. Her prior roles include positions at First Republic and Morgan Stanley, as well as running her own advisory practice. Outside of finance, she is a board member of the Nat King Cole Generation Hope nonprofit and provides freelance budget consulting for elder care. Flagstar Advisors serves individual and institutional clients, including high net worth individuals, retirement plans, trusts, corporations, and insurance companies. The firm offers wealth management, retirement plan consulting, and portfolio management through discretionary asset allocation that includes mutual funds, ETFs, alternative investments, and third-party advisers.

Andrew Smith is a financial advisor at Flagstar Advisors in Palo Alto, CA, holding Series 63 and Series 66 licenses with 10 years of industry experience. He previously worked at Signature Securities Group and HSBC Securities USA, Inc. Outside of his advisory role, he co-owns The Master of Coin LLC, an ecommerce platform selling collectibles. Flagstar Advisors serves individual and institutional clients, including high net worth individuals and retirement plans, offering wealth management, retirement plan consulting, and portfolio management. The firm employs a multi-team approach with discretionary management across various asset types and operates as a wholly owned subsidiary of Flagstar Bank, providing integrated banking, broker-dealer, and insurance services.