Edward
Riepe

Hsbc Securities (Usa) Inc

CRD#3062037
Investment Advisor
in New York, NY
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About this Advisor

Edward Riepe is a certified financial planner based in New York, New York, who has been in the financial industry for 10 years. Riepe is currently employed by Hsbc Securities (Usa) Inc. Throughout their career, they have worked at Hsbc Securities (Usa) Inc and Hsbc Bank Usa N.A. Riepe maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Indiana and New Jersey. Hsbc Securities (Usa) Inc is an advisory firm headquartered in New York, New York. The company has offices in 229 locations and a total of 943 advisors. It handles $4 billion in assets under management between its 16,410 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to two charitable organizations. Of its 16,410 accounts, just 12% are associated with high-net-worth investors who have more than $1 million in investable assets. Hsbc Securities (Usa) Inc performs a broad assortment of services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fee schedules typically vary depending on the financial services provided. Fee types billed by Hsbc Securities (Usa) Inc most likely consist of some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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

Disclosures

No

Office Location

452 Fifth Avenue Mezzanine Level
New York, NY 10018

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Hsbc Securities (Usa) Inc Brokerage Details

Total Assets Under Management

$3,376,711,516

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

1,017

NY Average: 88
Total Number of Accounts

17,533

NY Average: 3,892
Average Account Size

$192,592

NY Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Edward Riepe Work History

Edward has 10 years of experience.

2016 - Present (3 years)

Hsbc Bank Usa N.A

2013 - 2016 (3 years)

Hsbc Securities (Usa) Inc

2008 - 2013 (5 years)

Hsbc Securities (Usa) Inc

Disclosures

Edward Riepe has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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