Joseph
Longobardi

Hsbc Securities (Usa) Inc

CRD#4934819
Investment Advisor
in New York, NY
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About this Advisor

Joseph Longobardi is a certified financial planner based in New York, New York, who has been in the financial industry for 14 years. Longobardi currently works for Hsbc Securities (Usa) Inc. During their career, Longobardi has held roles at Citigroup Global Markets Inc, Hsbc Bank (Usa) N.A, Hsbc Securities (Usa) Inc and Hsbc Bank Usa, N.A. Longobardi maintains Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arkansas, Nebraska, Ohio, Utah, Texas, Georgia, Louisiana, Maryland and North Carolina. Hsbc Securities (Usa) Inc is an advisory business that has its headquarters in New York, New York. The investment advisory business has offices in 229 locations and a total of 943 people on staff. It administers $4 billion in assets among its 16,410 accounts, placing it among the biggest firms in the nation by assets under management. The firm advises two charities and foundations. Of its 16,410 accounts, just 12% are associated with high-net-worth individuals who have more than $1 million in assets. Hsbc Securities (Usa) Inc offers a number of services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management largely are based on the type of services provided. Fees charged by Hsbc Securities (Usa) Inc most likely consist of any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65, Series 66, Certified Financial Planner

Years of Experience

14 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

Yes

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

Joseph Longobardi Work History

Joseph has 14 years of experience.

2016 - Present (3 years)

Hsbc Securities (Usa) Inc

2016 - Present (3 years)

Hsbc Bank Usa, N.A

2015 - 2016 (1 years)

Hsbc Securities (Usa) Inc

2013 - 2015 (2 years)

Hsbc Securities (Usa) Inc

2009 - 2013 (4 years)

Hsbc Bank (Usa) N.A

2004 - 2009 (5 years)

Citigroup Global Markets Inc

Disclosures

Joseph Longobardi has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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