Jorgo
Celo

Hsbc Securities (Usa) Inc

CRD#7020400
Investment Advisor
in New Hyde Park, NY

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About this Advisor

Jorgo Celo is a financial advisor based in New Hyde Park, New York, working with Hsbc Securities (Usa) Inc. Jorgo has previously held positions at Stony Brook University Recreation Center, West Side Tennis Club, Coliseum Gym And Fitness Center, Kupi Wealth Management, Woodbury Financial Services, Inc, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, David Lerner Associates, Inc, Woodbury Financial Services, Hsbc Bank Usa National Association, Hsbc Securities (Usa) Inc, and Stony Brook University. Jorgo has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Jorgo is part of Hsbc Securities (Usa) Inc, which operates out of New Hyde Park, 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 66

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

1572 Union Tpke
New Hyde Park, NY 11040

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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

Jorgo Celo Work History

2024 - Present (0 year)

Hsbc Bank Usa National Association

2024 - Present (0 year)

Hsbc Securities (Usa) Inc

2021 - Present (3 years)

Jpmorgan Chase Bank, N.A

2021 - Present (3 years)

J.P. Morgan Securities LLC

2019 - 2019 (< 1 year)

Woodbury Financial Services, Inc

2019 - 2020 (1 year)

David Lerner Associates, Inc

2018 - 2019 (1 year)

Kupi Wealth Management

2018 - 2019 (1 year)

Woodbury Financial Services

2015 - 2018 (3 years)

Stony Brook University Recreation Center

2014 - 2014 (< 1 year)

Coliseum Gym And Fitness Center

2013 - 2018 (5 years)

Stony Brook University

2012 - 2017 (5 years)

West Side Tennis Club

Disclosures

Please visit the SEC profile of Jorgo Celo 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

Wen Min Seow
Mc Lean, VA
Alba Esparragoza
Miami, FL
Heidi Lau
Fremont, CA
Steven Wagner
New Hyde Park, NY
Patricia Schneider
New York, NY
Arvin Reyes
Buffalo, NY
Mark Chen
Arcadia, CA
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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