Hsbc Securities (USA) Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 19585
- Registered since
- August 30, 2005
- Website
- www.us.hsbc.com
- Custodians
- PERSHING LLC, HSBC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Individuals56%
- HNWI40.4%
- Pooled Investment Vehicles2.29%
- Corporations / Businesses1.19%
- Pension & Profit Sharing Plans0.13%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Hsbc Securities (USA) Inc. operates as a multi-faceted financial services firm that combines broker-dealer, futures commission merchant, insurance broker and investment manager functionality. It acts as an adviser to pooled investment vehicles and to businesses or institutions, and it selects other advisers for client engagements. The firm serves both individual and family clients as well as institutional clients, and it uses a mix of percentage-of-AUM, fixed, and performance-based fee schedules. Hsbc Securities (USA) Inc. is classified across private equity and real estate fund management while also operating investment bank–style activities. The firm identifies itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- US Government Bonds26%
- State & Local Bonds24%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents2%
Owners & executives
3 of 9William Georgs
COOCRD 4597078
Dominic Skevington
CEOCRD 8171651
Sophie Taylor
Chief Operating OfficerCRD 6006656
Contacts
3 of 1324David Huang
CRD 8059148
Michael Devaul
ManagerCRD 2846161
Jeffrey Sipos
Customer Service RepresentativeCRD 5742474
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 66 Husdson Blvd
- Time zone
- ET (UTC-5)
- Office locations
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