Tanuja
Pulakhandam

Hsbc Securities (Usa) Inc

CRD#2538507
Investment Advisor
in New York, NY
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About this Advisor

Tanuja Pulakhandam is an investment advisor who works out of New York, New York. Currently a registered financial advisor at Hsbc Securities (Usa) Inc, they have accumulated 11 years of professional experience in the financial advisory industry. Pulakhandam maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Pulakhandam is registered to operate in New Jersey. Pulakhandam has spent their entire career at Hsbc Securities (Usa) Inc. Hsbc Securities (Usa) Inc is headquartered in New York, New York, and has 229 additional locations throughout the United States. In aggregate, Hsbc Securities (Usa) Inc oversees $4 billion in assets throughout 16,410 client accounts and employs more than 943 people. The level of assets currently under the firm's management places it among the largest firms in the United States. The firm manages 39 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 12% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Hsbc Securities (Usa) Inc offers portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. The firm's fees may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

11 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

452 Fifth Avenue 6Th Floor
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

Tanuja Pulakhandam Work History

Tanuja has 11 years of experience.

2007 - Present (12 years)

Hsbc Private Bank

Disclosures

Tanuja Pulakhandam has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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