Tanuja
Pulakhandam
Hsbc Securities (Usa) Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Tanuja Pulakhandam is a chartered financial analyst operating in New York, New York who has 8 years of relevant experience. Pulakhandam is an employee of Hsbc Securities (Usa) Inc. They have been employed by Hsbc Securities (Usa) Inc for their complete career. Pulakhandam holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in New Jersey. Hsbc Securities (Usa) Inc is an advisory company operating out of New York, NY. The firm has offices in 60 locations and a total of 510 people on staff. It handles $3 billion in total assets among its 13,225 accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 13,225 customer accounts, 25% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Hsbc Securities (Usa) Inc offers a number of services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management depend on which service is provided. Fee types charged by Hsbc Securities (Usa) Inc may include some combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Tanuja Pulakhandam Work History
Tanuja has been registered as a financial advisor for 8 years.*
Hsbc Private Bank
*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 Tanuja Pulakhandam 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
Chatham, NJ
Brooklyn, NY
Forest Hills, NY
Beverly Hills, CA
New Hyde Park, NY
Arcadia, CA
New Hyde Park, NY
San Francisco, CA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
