Jeffrey
Quinn

Hsbc Securities (Usa) Inc

CRD#2909825
Investment Advisor
in New York, NY
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About this Advisor

Jeffrey Quinn is a certified financial planner and chartered financial consultant who works out of New York, New York, with a total of 11 years of professional experience. Quinn is on the advisory team at Hsbc Securities (Usa) Inc. Their career trajectory has included roles at Chase Investment Services Corp, Metlife Securities, Inc, Jp Morgan Chase, Hsbc Securities (Usa) Inc and Hsbc Bank Usa, N.A. Quinn maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey. Hsbc Securities (Usa) Inc is an advisory business that has its headquarters in New York, New York. The company has offices in 229 locations and a total of 943 people on staff. It oversees $4 billion in assets under management among its 16,410 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises two charities and foundations. Of its 16,410 customer accounts, just 12% are associated with high-net-worth individuals who have at least $1 million in assets. The company provides a number of services, such as portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on which services are provided. However, fee types charged by Hsbc Securities (Usa) Inc likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65, Series 63, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

11 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

330 Madison Avenue Floor 12A
New York, NY 10017

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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

Jeffrey Quinn Work History

Jeffrey has 11 years of experience.

2016 - Present (3 years)

Hsbc Bank Usa, N.A

2014 - 2016 (2 years)

Hsbc Securities (Usa) Inc

2012 - 2014 (2 years)

Metlife Securities, Inc

2007 - 2011 (4 years)

Chase Investment Services Corp

2007 - 2012 (5 years)

Jp Morgan Chase

Disclosures

Jeffrey Quinn has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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