Hugh
Tuomey

Hsbc Securities (Usa) Inc

CRD#1276311
Investment Advisor
in Boston, MA

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About this Advisor

Hugh Tuomey is a financial advisor who works in Boston, Massachusetts with a total of 2 years of industry experience. Tuomey currently works for Hsbc Securities (Usa) Inc. Over the course of their career, Tuomey has held roles at Scotia Capital Usa Inc, Standish Mellon Asset Management, Mbsc Securities Corp, Mellon Investment Corp, Build Asset Management, LLC, Hsbc Securities (Usa) Inc and Weild & Co. Tuomey has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New York. Hsbc Securities (Usa) Inc is a firm based in New York, NY. The firm has offices in 60 locations and a total of 510 advisors. It manages $3 billion in assets across its 13,225 accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 13,225 client accounts, 25% belong to high-net-worth investors who have at least $1 million in investable assets. Hsbc Securities (Usa) Inc has a diverse set of services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fee schedules largely depend on which services are provided. However, fee types billed by Hsbc Securities (Usa) Inc likely are comprised of some combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

2 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

99 High Street 29Th Floor
Boston, MA 02110

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Hsbc Securities (Usa) Inc Brokerage Details

Total Assets Under Management

$2,818,810,644

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

510

MA Average: 88
Total Number of Accounts

13,225

MA Average: 3,892
Average Account Size

$213,143

MA 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

Hugh Tuomey Work History

Hugh has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Hsbc Securities (Usa) Inc

2021 - 2021 (< 1 year)

Weild & Co

2020 - 2021 (1 year)

Build Asset Management, LLC

2018 - 2019 (1 year)

Mellon Investment Corp

2016 - 2018 (2 years)

Standish Mellon Asset Management

2016 - 2019 (3 years)

Mbsc Securities Corp

2010 - 2016 (6 years)

Scotia Capital Usa Inc

*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 Hugh Tuomey 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
Alfonso Montoya
Miami, FL
Emily Lin
Arcadia, CA
Ricardo Ramirez
Beverly Hills, CA
Thuc Tran
Beverly Hills, CA
Keith Smith
Depew, NY
Angela Carracino
Forest Hills, NY
Matthew Lum
San Francisco, CA

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.

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