BM
BM

Brian Joseph Mcglynn

22 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
30 advisors
Number of Clients
1,571 clients
Average Client Portfolio
$735K average
Assets Under Management
$1.2B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K1.50%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10.0M - $20.0M0.50%
$20M+0.40%

Advisory fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1400 Broadway, 16th Floor, New York, NY, 10018

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian is employed full-time as a Compliance Officer/AML Compliance Officer of Flagstar Advisors, Inc. at Flagstar Bank, N.A. (NYCB).

Employment History
Current Registrations
Flagstar Advisors, INC.
March 2007 - Present · 18 yrs 11 mos
Flagstar AdvisorsBroker
February 2007 - Present · 19 yrs
Previous Registrations
UBS Financial Services INC.
October 2002 - May 2006 · 3 yrs 7 mos
UBS Financial Services INC.Broker
October 2002 - May 2006 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2002 - August 2002 · 7 mos
State Registrations4 states
FLNJNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.