Wingyan
Chan
Hsbc Securities (Usa) Inc
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About this Advisor
Wingyan Chan is a financial advisor based in Brooklyn, New York with a total of 6 years of industry experience. Chan works at Hsbc Securities (Usa) Inc. Over the course of their career, Chan has held roles at Bank Of China, Cuny- Baruch College, Hsbc Bank Usa, N.A and Hsbc Securities (Usa) Inc. Chan holds Series 63 and Series 66 licenses, designating them as a securities representative, and can advise clients in Connecticut, New Jersey and Rhode Island. Hsbc Securities (Usa) Inc is a company based in New York, NY. The investment advisory business has offices in 60 locations and a total of 510 employees. It administers $3 billion in assets under management among its 13,225 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 13,225 customer accounts, 25% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm has a number of services, such as portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fees largely depend on the type of financial services offered. Fees charged by Hsbc Securities (Usa) Inc most likely consist 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
Wingyan Chan Work History
Wingyan has been registered as a financial advisor for 6 years.*
Hsbc Bank Usa, N.A
Hsbc Securities (Usa) Inc
Hsbc Securities (Usa) Inc
Hsbc Securities (Usa) Inc
Hsbc Bank Usa, N.A
Bank Of China
Cuny- Baruch College
*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 Wingyan Chan 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
Miami, FL
Arcadia, CA
San Francisco, CA
Beverly Hills, CA
Chatham, NJ
Depew, NY
Forest Hills, NY
New Hyde Park, NY
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