Scott
Howell

Hsbc Securities (Usa) Inc

CRD#3153567
Investment Advisor
in New York, NY
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About this Advisor

Scott Howell is a certified financial planner whose office is in New York, New York. Currently a registered advisor at Hsbc Securities (Usa) Inc, they have gathered 10 years of practice in the financial advisory industry. Howell maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Howell can advise clients in Delaware, Kansas, Louisiana, Maryland, Nebraska, North Carolina, Texas and Georgia. Throughout their career, Howell has worked at Hsbc Securities (Usa) Inc and Hsbc Bank Usa, N.A. Hsbc Securities (Usa) Inc is located in New York, New York, and has 229 offices across the United States. Overall, Hsbc Securities (Usa) Inc oversees $4 billion in assets throughout 16,410 client accounts and retains more than 943 people. The firm's total assets under management makes it one of the biggest firms in the country. The firm manages 39 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 12% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Hsbc Securities (Usa) Inc can provide 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 66, Certified Financial Planner

Years of Experience

10 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

$3,665,289,127

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

Scott Howell Work History

Scott has 10 years of experience.

2016 - Present (3 years)

Hsbc Bank Usa, N.A

2013 - Present (6 years)

Hsbc Securities (Usa) Inc

2008 - 2013 (5 years)

Hsbc Securities (Usa) Inc

Disclosures

Scott Howell has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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