Kyle
Catanzano

Hsbc Securities (Usa) Inc

CRD#7226984
Investment Advisor
in New York, NY

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About this Advisor

Kyle Catanzano is a financial advisor who works out of New York, New York. Catanzano is an employee of Hsbc Securities (Usa) Inc. Their career trajectory has included roles at Equitable Advisors, LLC, Lululemon, The Landing, The Rockville Links, Northwestern Mutual, University Of Scranton, Nassau Community College, Kellenberg Memorial High School, Hsbc Bank Usa, N.A and Hsbc Securities (Usa) Inc. Catanzano holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in New York. Hsbc Securities (Usa) Inc is a financial advisory company operating out of New York, NY. It has offices in 60 locations and a total of 510 financial advisors. It oversees $3 billion in assets under management between its 13,225 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 13,225 customer accounts, 25% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Hsbc Securities (Usa) Inc offers a broad set 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 the firm provides the client. Fees billed by Hsbc Securities (Usa) Inc likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

250 Park Ave.
New York, NY 10177

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Hsbc Securities (Usa) Inc Brokerage Details

Total Assets Under Management

$2,818,810,644

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

510

NY Average: 88
Total Number of Accounts

13,225

NY Average: 3,892
Average Account Size

$213,143

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

Kyle Catanzano Work History

Kyle has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Hsbc Securities (Usa) Inc

2022 - Present (2 years)

Hsbc Bank Usa, N.A

2022 - 2022 (< 1 year)

Equitable Advisors, LLC

2021 - 2022 (1 year)

Lululemon

2020 - 2020 (< 1 year)

Northwestern Mutual

2019 - 2021 (2 years)

Lululemon

2018 - 2018 (< 1 year)

The Landing

2018 - 2020 (2 years)

University Of Scranton

2016 - 2017 (1 year)

The Rockville Links

2016 - 2018 (2 years)

Nassau Community College

2012 - 2016 (4 years)

Kellenberg Memorial High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kyle Catanzano 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

Robert Garomo
Brooklyn, NY
Peter Curtin
New York, NY
Alfonso Montoya
Miami, FL
Ricardo Ramirez
Beverly Hills, CA
Raymond Steele
Chatham, NJ
Keith Smith
Depew, NY
Angela Carracino
Forest Hills, NY
Heidi Lau
Fremont, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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