William Gavin Phelan
Investment adviser representative at Flagstar Securities, Inc.
17 yearsExperience
1 stateRegistered in
$784.3MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Flagstar Securities, Inc/flagstar Bank, N.A.Jul 2026 to now
- Flagstar Securities, IncJan 2010 to now
- Flagstar Advisors/flagstar BankApr 2023 to Jun 2026
- Signature Securities Group Corp./signature BankNov 2009 to Apr 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (FL).
Flagstar Securities, Inc.
$784.3MAssets managed
1,123Clients
30Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2505404
- Firm CRD
- 104233