Wendy
Feng
Hsbc Securities (Usa) Inc
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About this Advisor
Wendy Feng is a certified financial planner operating out of Brooklyn, New York who has 13 years of relevant experience. Feng is an advisor for Hsbc Securities (Usa) Inc. Their career trajectory has included roles at Hsbc Securities (Usa) Inc and Hsbc Bank Usa, N.A. Feng has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Delaware, New Jersey and New York. Hsbc Securities (Usa) Inc is a financial advisory firm that has its headquarters in New York, NY. It has offices in 60 locations and a total of 510 employees. It oversees $3 billion in assets under management across its 13,225 accounts, making it one of the biggest firms in the nation by assets under management. Of its 13,225 client accounts, 25% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company provides a diverse set of services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors usually are based on the services provided. Fees charged by Hsbc Securities (Usa) Inc can consist of some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hsbc Securities (Usa) Inc Brokerage Details
$2,818,810,644
510
13,225
$213,143
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Wendy Feng Work History
Wendy has been registered as a financial advisor for 13 years.*
Hsbc Bank Usa, N.A
Hsbc Securities (Usa) Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Wendy Feng 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
Brooklyn, NY
Scarsdale, NY
Beverly Hills, CA
Beverly Hills, CA
Chatham, NJ
Depew, NY
Forest Hills, NY
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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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.
