Samiran
Kundu

Hsbc Securities (Usa) Inc

CRD#5841252
Investment Advisor
in Bellevue, WA

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About this Advisor

Samiran Kundu is a financial advisor working out of Bellevue, Washington, with 1 year of industry experience. Kundu works at Hsbc Securities (Usa) Inc. Throughout their career, Kundu has worked at Hsbc Bank Usa Na and Hsbc Securities (Usa) Inc. Kundu holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to serve investors in Alaska, Arizona, California, Connecticut, Hawaii, New York, North Carolina, Oregon, Pennsylvania and Washington. Hsbc Securities (Usa) Inc is a registered investment business operating out of New York, NY. It has offices in 60 locations and a total of 510 people on staff. It handles $3 billion in assets under management across its 13,225 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 13,225 accounts, 25% belong to high-net-worth investors who have at least $1 million in assets. Hsbc Securities (Usa) Inc provides a number of services, such as 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 the firm provides the client. However, fees billed by Hsbc Securities (Usa) Inc most likely include some combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66

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

196 Bellevue Way Ne One88 Bellevue Building
Bellevue, WA 98004

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Hsbc Securities (Usa) Inc Brokerage Details

Total Assets Under Management

$2,818,810,644

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

510

WA Average: 88
Total Number of Accounts

13,225

WA Average: 3,892
Average Account Size

$213,143

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

Samiran Kundu Work History

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

2016 - Present (8 years)

Hsbc Securities (Usa) Inc

2010 - Present (14 years)

Hsbc Bank Usa Na

*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 Samiran Kundu 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

Alfonso Montoya
Miami, FL
Giscard Chery
New Hyde Park, NY
Ricardo Ramirez
Beverly Hills, CA
Jonnathan Mora
Miami, FL
Keith Smith
Depew, NY
Angela Carracino
Forest Hills, NY
Jason Klager
New Hyde Park, NY

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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