Rong
Zhang

Hsbc Securities (Usa) Inc

CRD#6975430
Investment Advisor
in Bellevue, WA

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About this Advisor

Rong Zhang is a financial advisor based in Bellevue, Washington, working with Hsbc Securities (Usa) Inc. Rong has previously held positions at Hsbc Bank Usa, Na, Hsbc Securities Usa, Inc, Bank Of America, Extended Travel, and Bank Of Nova Scotia. Rong has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Texas and Washington. Currently, Rong is part of Hsbc Securities (Usa) Inc, which operates out of Bellevue, Washington. The firm has 62 offices and 507 employees. The firm manages assets totaling $3.0 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Hsbc Securities (Usa) Inc includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 66, Series 63

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

196 Bellevue Way Ne One88 Bellevue Building
Bellevue, WA 98004

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Hsbc Securities (Usa) Inc Brokerage Details

Total Assets Under Management

$3,020,458,399

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

507

WA Average: 88
Total Number of Accounts

12,389

WA Average: 3,892
Average Account Size

$243,802

WA 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

Rong Zhang Work History

2018 - Present (6 years)

Hsbc Bank Usa, Na

2018 - Present (6 years)

Hsbc Securities Usa, Inc

2017 - 2018 (1 year)

Bank Of America

2017 - 2017 (< 1 year)

Extended Travel

2014 - 2017 (3 years)

Bank Of Nova Scotia

Disclosures

Please visit the SEC profile of Rong Zhang 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

Steven Wagner
New Hyde Park, NY
Nicholas Maffucci
New York, NY
Cong Feng
Arcadia, CA
Heidi Lau
Fremont, CA
Drini Ahmeti
New York, NY
Wendy Zimmerman
Irvine, CA
Christina Nikolaidi
New York, NY
Atif Ahmad
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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