Bin
Zheng

Hsbc Securities (Usa) Inc

CRD#6645305
Investment Advisor
in Scarsdale, NY

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About this Advisor

Bin Zheng is a financial advisor based in Scarsdale, New York, working with Hsbc Securities (Usa) Inc. Bin has previously held positions at Transamerica Financial Advisors, Inc, Lucky Real Estate LLC, Hsbc Bank Usa, N.A, Hsbc Securities Usa, Inc, Enterprise Rent-A-Car, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Hsbc Securities (Usa) Inc, and H.J. Investment Co. Bin has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in New York. Currently, Bin is part of Hsbc Securities (Usa) Inc, which operates out of Scarsdale, New York. The firm has 62 offices and 507 employees. The firm manages assets totaling $3.0 billion and serves a variety of clients, including high-net-worth individuals. 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 66, Series 63

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

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Hsbc Securities (Usa) Inc Brokerage Details

Total Assets Under Management

$3,020,458,399

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

507

NY Average: 88
Total Number of Accounts

12,389

NY Average: 3,892
Average Account Size

$243,802

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

Bin Zheng Work History

2022 - Present (2 years)

Hsbc Securities (Usa) Inc

2022 - Present (2 years)

Hsbc Bank Usa, N.A

2017 - Present (7 years)

Lucky Real Estate LLC

2022 - 2022 (< 1 year)

Bank Of America, N.A

2021 - 2022 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2020 (1 year)

Hsbc Bank Usa, N.A

2019 - 2020 (1 year)

Hsbc Securities Usa, Inc

2019 - 2019 (< 1 year)

Enterprise Rent-A-Car

2016 - 2019 (3 years)

Transamerica Financial Advisors, Inc

2012 - 2016 (4 years)

H.J. Investment Co

Disclosures

Please visit the SEC profile of Bin Zheng 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

Nicholas Maffucci
New York, NY
Cong Feng
Arcadia, CA
Wendy Zimmerman
Irvine, CA
Kevin Shaw
Mc Lean, VA
Sandra Centa
Westlake, OH
Arvin Reyes
Buffalo, NY
Mariana Velasquez
Miami, FL

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.

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