Qiyue
Zhang

Hsbc Securities (Usa) Inc

CRD#6755364
Investment Advisor
in Irvine, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Qiyue Zhang is a financial advisor based in Irvine, California, working with Hsbc Securities (Usa) Inc. Qiyue has previously held positions at Hsbc Bank Usa National Association, Hsbc Securities (Usa) Inc, University Of Southern California, Hsbc Bank Usa, National Association, Hsbc Securities Usa, Inc, and Randstad Sourceright. Qiyue has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Qiyue is part of Hsbc Securities (Usa) Inc, which operates out of Irvine, California. The firm has 62 offices and 507 employees. The firm manages assets totaling $3.0 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Hsbc Securities (Usa) Inc includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

15315 Culver Drive Suite # 187
Irvine, CA 92604

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Hsbc Securities (Usa) Inc Brokerage Details

Total Assets Under Management

$3,020,458,399

CA Average: $7,464,549,021
Total Number of Employees

507

CA Average: 88
Total Number of Accounts

12,389

CA Average: 3,892
Average Account Size

$243,802

CA Average: $1,917,921

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Qiyue Zhang Work History

2022 - Present (2 years)

Randstad Sourceright

2018 - Present (6 years)

Hsbc Bank Usa, National Association

2018 - Present (6 years)

Hsbc Securities Usa, Inc

2017 - 2018 (1 year)

Hsbc Securities (Usa) Inc

2016 - 2018 (2 years)

Hsbc Bank Usa National Association

2014 - 2015 (1 year)

University Of Southern California

Disclosures

Please visit the SEC profile of Qiyue Zhang to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hsbc Securities (Usa) Inc

Mariana Velasquez
Miami, FL
Cong Feng
Arcadia, CA
Mark Chen
Arcadia, CA
Drini Ahmeti
New York, NY
Christopher Brown
New York, NY
Wendy Zimmerman
Irvine, CA
Christina Nikolaidi
New York, NY
Fei Yiu
Chatham, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started