Michael
Mcternan

Hsbc Securities (Usa) Inc

CRD#6001082
Investment Advisor
in New York, NY
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About this Advisor

Michael Mcternan is a certified financial planner who works in New York, New York, who has 14 years in the industry. Mcternan is an advisor for Hsbc Securities (Usa) Inc. Throughout their career, they have worked at English Lacrosse Association, Merrill Lynch, Pierce, Fenner & Smith Inc, Durham University, Desilva And Philips Media Investment Bankers, Drexel University, Bank Of America, N.A, Hsbc Securities (Usa) Inc and Hsbc Bank Usa, N.A. Mcternan has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Alaska, Louisiana, New Jersey and Texas. Hsbc Securities (Usa) Inc is a company 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 oversees $4 billion in total assets across its 16,410 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to two charities and foundations. Of its 16,410 customer accounts, just 12% are associated with high-net-worth individuals who have more than $1 million in assets. Hsbc Securities (Usa) Inc offers a broad range of services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fees largely depend on the services. Fee types billed by Hsbc Securities (Usa) Inc likely include any blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

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

No

Office Location

1002 Madison Avenue
New York, NY 10021

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Hsbc Securities (Usa) Inc Brokerage Details

Total Assets Under Management

$3,665,289,127

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

943

NY Average: 88
Total Number of Accounts

16,410

NY Average: 3,892
Average Account Size

$223,357

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

Michael Mcternan Work History

Michael has 14 years of experience.

2016 - Present (3 years)

Hsbc Bank Usa, N.A

2013 - Present (6 years)

Hsbc Securities (Usa) Inc

2011 - 2013 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - 2013 (2 years)

Bank Of America, N.A

2010 - 2011 (1 years)

Durham University

2010 - 2010 (0 years)

Desilva And Philips Media Investment Bankers

2009 - 2010 (1 years)

English Lacrosse Association

2004 - 2009 (5 years)

Drexel University

Disclosures

Michael Mcternan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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