Carly Doshi

Employer firm

Flagstar Securities, Inc CRD 104233

$784M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2022 → 01/2024
  J.P. Morgan Securities Llc
  New York, NY
• 09/2022 → 01/2024
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 06/2018 → 09/2022
  Hsbc
  New York, NY
• 01/2016 → 06/2018
  Evercore Wealth Management
  New York, NY
• 05/2024 → 08/2025
  Hsbc Securities (Usa) Inc.
  New York, NY
• 04/2024 → 08/2025
  Hsbc Bank Usa National Association
  New York, NY
• 08/2025 → 06/2026
  Flagstar Advisors/Flagstar Bank, N.A.
  New York, NY
• 07/2026 → Present
  Flagstar Securities, Inc/Flagstar Bank, N.A.
  New York, NY

Previous Registrations

• 2024-05-28 → 2025-09-04
  Hsbc Securities (Usa) Inc.
  New York, NY
• 2023-07-19 → 2024-01-09
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY

Other Businesses

1.) Flagstar Bank, N.A..; Not Investment Related; 102 Duffy Avenue, Hicksville, NY 11801; Employed as Head of Family Advisory and Trust, Executive Vice President; Started August 29, 2025; Full time employment. 2.) Society of Trust and Estate Practitioners: Not investment Related: 909 3rd Avenue, Unit 6877, New York, NY 10150: Chair-Board Member: Started January 1, 2026; Devote 2 hours weekly during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2023-07-19

Other Names

• Carly Elizabeth Mckeeman
• Carly Elizabeth Doshi