Sandra
Centa

Hsbc Securities (Usa) Inc

CRD#1144074
Investment Advisor
in Westlake, OH

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About this Advisor

Sandra Centa is a chartered financial analyst operating in Westlake, Ohio who has 1 year of industry experience. Centa is an employee of Hsbc Securities (Usa) Inc. Centa has gained experience at Rbs Citizens, Bbva Compass, Bb&T, Bb&T Securities, LLC, Suntrust Robinson Humphrey, Inc, Truist Securities, Inc, Hsbc Bank Usa, N.A, Hsbc Securities (Usa) Inc and Truist Bank. Centa holds a Series 63 license, designating them as a securities broker, and is registered to serve investors in New York and Ohio. Hsbc Securities (Usa) Inc is a financial advisory business operating out of New York, NY. The company has offices in 60 locations and a total of 510 financial advisors. It manages $3 billion in total assets across its 13,225 accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 13,225 accounts, 25% belong to high-net-worth individuals who have more than $1 million in assets. Hsbc Securities (Usa) Inc performs 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 advice usually vary depending on which services are offered. However, fees charged by Hsbc Securities (Usa) Inc likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

1 year

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

Office Location

Westlake, OH

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Hsbc Securities (Usa) Inc Brokerage Details

Total Assets Under Management

$2,818,810,644

OH Average: $7,464,549,021
Total Number of Employees

510

OH Average: 88
Total Number of Accounts

13,225

OH Average: 3,892
Average Account Size

$213,143

OH Average: $1,917,921

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Sandra Centa Work History

Sandra has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Hsbc Bank Usa, N.A

2022 - Present (2 years)

Hsbc Securities (Usa) Inc

2020 - 2020 (< 1 year)

Suntrust Robinson Humphrey, Inc

2020 - 2020 (< 1 year)

Truist Securities, Inc

2020 - 2022 (2 years)

Truist Bank

2019 - 2020 (1 year)

Bb&T Securities, LLC

2017 - 2020 (3 years)

Bb&T

2014 - 2016 (2 years)

Bbva Compass

2012 - 2014 (2 years)

Rbs Citizens

*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 Sandra Centa 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

Raymond Steele
Chatham, NJ
Robert Garomo
Brooklyn, NY
Angela Carracino
Forest Hills, NY
Ricardo Ramirez
Beverly Hills, CA
Giscard Chery
New Hyde Park, NY
Emily Lin
Arcadia, CA
Jason Klager
New Hyde Park, NY
Matthew Lum
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.

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