Hsbc Securities (Usa) Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Ashwini Bhatnagar is a certified financial planner in New York, New York. Currently an investment advisor at Hsbc Securities (Usa) Inc, they have accrued 11 years of professional experience. Bhatnagar holds Series 63 and Series 66 licenses, qualifying them as a securities representative. Bhatnagar can work with investors in Connecticut and New Jersey. Their career trajectory has included roles at Preiva Wealth, Fa Freedom LLC, Omnivest Group, Citigroup Global Markets and Hsbc Securities Usa Inc. Hsbc Securities (Usa) Inc is based out of New York, New York, and operates out of 229 other locations across the country. In total, Hsbc Securities (Usa) Inc oversees $4 billion in assets across 16,410 accounts and retains more than 943 people. The level of assets currently under the firm's management places it among the largest firms in the United States. The firm manages 39 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 12% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Hsbc Securities (Usa) Inc can provide portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. The firm may charge clients asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Ashwini Bhatnagar Work History
Ashwini has 11 years of experience.
Hsbc Securities Usa Inc
Citigroup Global Markets
Fa Freedom LLC
Ashwini Bhatnagar has no disclosures.
Please visit their SEC profile for more details.