Gerald
Ginley

Hsbc Securities (Usa) Inc

CRD#2888516
Investment Advisor
in Buffalo, NY

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About this Advisor

Gerald Ginley is a financial advisor based in Buffalo, New York, working with Hsbc Securities (Usa) Inc. Gerald has previously held positions at Hsbc Bank Usa, N.A and Hsbc Securities (Usa) Inc. Gerald has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama, Alaska, Delaware, District of Columbia, Georgia, Indiana, Iowa, Kansas, Louisiana, Maine, Maryland, Minnesota, Montana, Nebraska, New Jersey, New Mexico, New York, North Carolina, North Dakota, Texas, and Utah. Currently, Gerald is part of Hsbc Securities (Usa) Inc, which operates out of Buffalo, New York. The firm has 62 offices and 507 employees. The firm manages assets totaling $3.0 billion and serves high-net-worth clients. 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 63, Series 65

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

8100 Transit Road Suite 500
Buffalo, NY 14221

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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

Gerald Ginley Work History

2016 - Present (9 years)

Hsbc Bank Usa, N.A

2015 - Present (10 years)

Hsbc Securities (Usa) Inc

2006 - 2015 (9 years)

Hsbc Bank Usa, N.A

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Gerald Ginley 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

Carolina Angel Jassir
New York, NY
Swathi Reddy
Mc Lean, VA
Nicholas Maffucci
New York, NY
Steven Wagner
New Hyde Park, NY
Sandra Centa
Westlake, OH
Rong Zhang
Bellevue, WA
Arvin Reyes
Buffalo, NY
Fei Yiu
Chatham, NJ

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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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.

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