Diogo
Holstein
Hsbc Securities (Usa) Inc
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About this Advisor
Diogo Holstein is a financial advisor based in Miami, Florida with a total of 6 years of relevant experience. Holstein is an advisor for Hsbc Securities (Usa) Inc. During their career, Holstein has held roles at E.S Financal Services Inc, Espirito Santo Bank Of Florida, Espirito Santo Investment Advisors Inc, Brickell Bank, Brickell Global Markets, Inc, Brickell Global Advisory, Inc, Brickell Global Insurance, Inc, Hsbc Bank Usa National Association and Hsbc Securities Usa, Inc. Holstein holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Florida, Illinois, Indiana, Louisiana, New Jersey, New York, Pennsylvania, Rhode Island and Utah. Hsbc Securities (Usa) Inc is a firm operating out of New York, NY. The firm has offices in 60 locations and a total of 510 advisors. It handles $3 billion in assets across its 13,225 accounts, making it one of the biggest firms in the country by assets under management. Of its 13,225 client accounts, 25% belong to high-net-worth investors who have more than $1 million in assets available to invest. Hsbc Securities (Usa) Inc offers a broad set of services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors typically depend on which service is offered. However, fees billed by Hsbc Securities (Usa) Inc can include any blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Diogo Holstein Work History
Diogo has been registered as a financial advisor for 6 years.*
Hsbc Bank Usa National Association
Hsbc Securities Usa, Inc
Brickell Bank
Brickell Global Markets, Inc
Brickell Global Advisory, Inc
Brickell Global Insurance, Inc
Espirito Santo Investment Advisors Inc
E.S Financal Services Inc
Espirito Santo Bank Of Florida
*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 Diogo Holstein 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
New Hyde Park, NY
Arcadia, CA
Chatham, NJ
Beverly Hills, CA
Beverly Hills, CA
Depew, NY
Forest Hills, NY
San Francisco, CA
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