Matthew
Morea

Hsbc Securities (Usa) Inc

CRD#2703860
Investment Advisor
in New York, NY
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About this Advisor

Matthew Morea is a certified financial planner who is based in New York, New York. Currently a registered advisor with Hsbc Securities (Usa) Inc, they have accrued 15 years of experience in the financial advisory industry. Morea has Series 63, Series 65 and Series 66 licenses, designating the advisor as both a securities agent and an investment advisor representative. Morea is registered to work with investors based out of Delaware, Montana, Texas and New Jersey. Over the course of their career, they have held roles at Hsbc Bank Usa, Hsbc Securities (Usa) Inc and Hsbc Bank Usa, N.A. Hsbc Securities (Usa) Inc is headquartered in New York, New York, and operates out of 229 offices across the United States. In aggregate, Hsbc Securities (Usa) Inc manages $4 billion in assets dispersed across 16,410 client accounts and employs more than 943 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the country. The firm manages 39 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 12% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Hsbc Securities (Usa) Inc offers portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. The firm may charge clients asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Certified Financial Planner

Years of Experience

15 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

Matthew Morea Work History

Matthew has 15 years of experience.

2016 - Present (3 years)

Hsbc Bank Usa, N.A

2015 - 2016 (1 year)

Hsbc Securities (Usa) Inc

2013 - 2015 (2 years)

Hsbc Securities (Usa) Inc

2005 - 2013 (8 years)

Hsbc Securities (Usa) Inc

2003 - 2013 (10 years)

Hsbc Bank Usa

Disclosures

Matthew Morea has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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