Patrick
Hart

Credit Suisse Securities (Usa) LLC

CRD#5165894
Investment Advisor
in New York, NY
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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

Series 63, Chartered Financial Analyst

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees, Others

Disclosures

No

Office Location

11 Madison Avenue Fixed Income
New York, NY 10010

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Credit Suisse Securities (Usa) LLC Brokerage Details

Total Assets Under Management

$241,852,035

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

5,199

NY Average: 88
Total Number of Accounts

13

NY Average: 3,892
Average Account Size

$18,604,003

NY Average: $1,917,921

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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.

2014 - Present (5 years)

Credit Suisse Securities

2013 - 2014 (1 years)

First Republic Securities Company, LLC

2008 - Present (11 years)

Barclays Capital Inc

2006 - 2012 (6 years)

Lehman Brothers Inc

Disclosures

Patrick Hart has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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