Viktor
Mashalov

Hsbc Securities (Usa) Inc

CRD#6427473
Investment Advisor
in Seattle, WA
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About this Advisor

Viktor Mashalov is a financial advisor working out of Seattle, Washington, with a total of 15 years of work experience. Mashalov is on the advisory team at Hsbc Securities (Usa) Inc. Over the course of their career, they have held roles at Hsbc Bank Usa, N.A, University At Buffalo, Suny, Hsbc Securities (Usa) Inc and Hsbc Securities (Usa), Inc. Mashalov holds Series 66 and Series 63 licenses, qualifying them as a securities representative, and is approved to advise clients in New Jersey. Hsbc Securities (Usa) Inc is an advisory company that has its headquarters in Seattle, Washington. The firm has offices in 229 locations and a total of 943 people on staff. It oversees $4 billion in assets among its 16,410 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves two charitable organizations. Of its 16,410 client accounts, just 12% belong to high-net-worth clients who have greater than $1 million in investable assets. Hsbc Securities (Usa) Inc offers a broad array 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 typically vary depending on the type of financial services. However, fees billed by Hsbc Securities (Usa) Inc may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

15 years

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

Disclosures

No

Office Location

523 Union Street
Seattle, WA 98101

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Hsbc Securities (Usa) Inc Brokerage Details

Total Assets Under Management

$3,665,289,127

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

943

WA Average: 88
Total Number of Accounts

16,410

WA Average: 3,892
Average Account Size

$223,357

WA Average: $1,917,921

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Investment Advisory Services

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

Viktor Mashalov Work History

Viktor has 15 years of experience.

2016 - Present (3 years)

Hsbc Bank Usa, N.A

2016 - 2016 (0 years)

Hsbc Securities (Usa), Inc

2014 - 2016 (2 years)

Hsbc Securities (Usa) Inc

2013 - 2016 (3 years)

Hsbc Bank Usa, N.A

2009 - 2013 (4 years)

University At Buffalo, Suny

Disclosures

Viktor Mashalov has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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