Philip Donald Beviano

Employer firm

Flagstar Advisors 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

• 04/2023 → Present
  Flagstar Advisors/Flagstar Bank
  Boca Raton, FL
• 09/2015 → 04/2023
  Signature Securities Group Corp./Signature Bank
  Boca Raton, FL

Previous Registrations

• 2007-05-29 → 2009-12-19
  Citigroup Global Markets Inc.
  Plainview, NY
  Plainview, NY
  Plainview, NY
  Long Beach, NY
  Inwood, NY
  Plainview, NY
  Long Beach, NY
• 2004-12-06 → 2007-05-29
  Citicorp Investment Services
  Long Beach, NY
  Rockville Center, NY
  Rockville Centre, NY

Other Businesses

1.) B2B Rentals LLC; Investment related; Real Estate Holding LLC; 5976 Hwy 258a Lagrange, NC, 28551; Owner; Strip Mall; Start 12/2012; 1 hour per month. 2.) New York Community Bancorp (NYCB - 102 Duffy Avenue, Hicksville, NY 11801) is the parent company for Flagstar Advisors, Inc. As such, NYCB (or its affiliates) may pay compensation to the representative including, but not limited to, cash bonuses, equity incentives, and/or referral fees. Title: Group Director Investments - Senior Vice President. Activity is investment related and commenced on 6-1-24. Approximate time required: weekly, includes during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-01-08
• S63 Uniform Securities Agent State Law Examination
  1994-12-01

Other Names

• Philip Donald Beviano