Andrew
Soliman

Hsbc Securities (Usa) Inc

CRD#5147591
Investment Advisor
in Scarsdale, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Andrew Soliman is a financial advisor working in Scarsdale, New York with a total of 4 years of relevant experience. Soliman works at Hsbc Securities (Usa) Inc. Soliman has gained experience at Hsbc Bank Usa N.A, Hsbc Securities (Usa) Inc and Hsbc Bank Usa, N.A. Soliman has Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to advise clients in Delaware, New Jersey and Texas. Hsbc Securities (Usa) Inc is a financial advisory business headquartered in New York, NY. It has offices in 60 locations and a total of 510 employees. It has $3 billion in assets under management among its 13,225 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 13,225 accounts, 25% belong to high-net-worth investors who have greater than $1 million in investable assets. Hsbc Securities (Usa) Inc performs a number of services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advisory services typically vary depending on the type of services. Fee types billed by Hsbc Securities (Usa) Inc likely include any blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 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

901 Central Park Ave
Scarsdale, NY 10583

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

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

510

NY Average: 88
Total Number of Accounts

13,225

NY Average: 3,892
Average Account Size

$213,143

NY 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

Andrew Soliman Work History

Andrew has been registered as a financial advisor for 4 years.*

2016 - Present (8 years)

Hsbc Bank Usa, N.A

2013 - 2016 (3 years)

Hsbc Securities (Usa) Inc

2012 - 2013 (1 year)

Hsbc Bank Usa N.A

*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 Andrew Soliman 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

Alfonso Montoya
Miami, FL
Christian Arlia
Brooklyn, NY
Emily Lin
Arcadia, CA
Ricardo Ramirez
Beverly Hills, CA
Raymond Steele
Chatham, NJ
Keith Smith
Depew, NY
Angela Carracino
Forest Hills, NY
Jason Klager
New Hyde Park, NY

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