Nayali
Quezada

Hsbc Securities (Usa) Inc

CRD#6868665
Investment Advisor
in New York, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nayali Quezada is a financial advisor based in New York, New York, working with Hsbc Securities (Usa) Inc. Nayali has previously held positions at Lord Abett & Co, Ubs Financial Services, Warriors Tae Kwon Do, Syracuse University, Fordham University, Harlem Tour Group, and Hsbc Securities (Usa) Inc. Nayali has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Nayali is part of Hsbc Securities (Usa) Inc, which operates out of New York, 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 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

66 Hudson Boulevard Floors 3, 4, 5, 30 And Suites 2324-2325
New York, NY 10001

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Nayali Quezada Work History

2023 - Present (1 year)

Hsbc Securities (Usa) Inc

2018 - 2023 (5 years)

Lord Abett & Co

2017 - 2018 (1 year)

Ubs Financial Services

2017 - 2018 (1 year)

Harlem Tour Group

2015 - 2018 (3 years)

Fordham University

2014 - 2017 (3 years)

Warriors Tae Kwon Do

2014 - 2015 (1 year)

Syracuse University

Disclosures

Please visit the SEC profile of Nayali Quezada 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

Swathi Reddy
Mc Lean, VA
Kevin Shaw
Mc Lean, VA
Rong Zhang
Bellevue, WA
Drini Ahmeti
New York, NY
Atif Ahmad
New York, NY
Sandra Centa
Westlake, OH
Christina Nikolaidi
New York, NY
Nayali Quezada
New York, NY

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started