Carly Doshi
Investment adviser representative at Flagstar Securities, Inc.
10 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
10 years in the industry.
- Flagstar Securities, Inc/flagstar Bank, N.A.Jul 2026 to now
- Flagstar Securities, IncSep 2025 to now
- Flagstar Advisors/flagstar Bank, N.A.Aug 2025 to Jun 2026
- HSBC Securities (USA) Inc.May 2024 to Aug 2025
- HSBC Bank USA National AssociationApr 2024 to Aug 2025
- J.P. Morgan Securities LLCSep 2022 to Jan 2024
- JPMorgan Chase Bank, N.A.Sep 2022 to Jan 2024
- HSBCJun 2018 to Sep 2022
- Evercore Wealth ManagementJan 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6325102
- Firm CRD
- 104233