Credit Suisse Securities (Usa) LLC
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About this Advisor
Patrick Hart is a chartered financial analyst working in New York, New York, who has been in the industry for 12 years. Hart currently works for Credit Suisse Securities (Usa) LLC. The advisor has gained experience at Lehman Brothers Inc, Barclays Capital Inc, First Republic Securities Company, LLC and Credit Suisse Securities. Hart maintains a Series 63 license, certifying them as a securities representative, and is approved to serve investors in California. Credit Suisse Securities (Usa) LLC is an advisory company based out of New York, New York. It manages $242 million in assets under management across its 13 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 13 client accounts, just 8% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Credit Suisse Securities (Usa) LLC provides a set of services, including portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types billed by Credit Suisse Securities (Usa) LLC most likely include some blend of asset-based, performance-based and other fees.
Certifications and Registrations
Years of Experience
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Credit Suisse Securities (Usa) LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Patrick Hart Work History
Patrick has 12 years of experience.
Credit Suisse Securities
First Republic Securities Company, LLC
Barclays Capital Inc
Lehman Brothers Inc
Patrick Hart has no disclosures.
Please visit their SEC profile for more details.