Laura
Villegas

Hsbc Securities (Usa) Inc

CRD#5462370
Investment Advisor
in Miami, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Laura Villegas is a financial advisor based in Miami, Florida, who has 8 years of relevant experience. Villegas currently works for Hsbc Securities (Usa) Inc. Their career trajectory has included roles at Sabadell Securities Usa, Inc, Banco Sabadell, Hsbc Private Bank and Hsbc Securities (Usa) Inc. Villegas maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Hsbc Securities (Usa) Inc is a business operating out of New York, NY. The firm has offices in 60 locations and a total of 510 advisors. It controls $3 billion in total assets across its 13,225 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 13,225 accounts, 25% belong to high-net-worth clients who have more than $1 million in investable assets. The business has a wide set of services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial management fee schedules depend on which services are offered. However, fee types charged by Hsbc Securities (Usa) Inc likely consist of any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

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

1441 Brickell Avenue 16Th Floor
Miami, FL 33131

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

$2,818,810,644

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

510

FL Average: 88
Total Number of Accounts

13,225

FL Average: 3,892
Average Account Size

$213,143

FL 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

Laura Villegas Work History

Laura has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Hsbc Private Bank

2015 - Present (9 years)

Hsbc Securities (Usa) Inc

2010 - 2015 (5 years)

Sabadell Securities Usa, Inc

2010 - 2015 (5 years)

Banco Sabadell

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Laura Villegas 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

Heidi Lau
Fremont, CA
Christian Arlia
Brooklyn, NY
Emily Lin
Arcadia, CA
Ricardo Ramirez
Beverly Hills, CA
Keith Smith
Depew, NY
Angela Carracino
Forest Hills, NY
Raymond Steele
Chatham, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. 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