Yaoxuan Wang is a financial advisor at HSBC Securities (USA) Inc. with three years of industry experience. Wang holds the Series 66 designation and has worked at HSBC in various capacities since 2020, including roles at HSBC Bank USA, N.A. The adviser previously worked at M&T Bank and has experience associated with the University at Buffalo. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several program types. The firm combines strategic and tactical asset allocation with due diligence and ongoing monitoring conducted by affiliated entities, serving a client base with both discretionary and non-discretionary portfolio management options.

Jackson West is an advisor at HSBC Securities (USA) Inc. holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at HSBC Bank USA, The Ellerson Group, and QP Global Family Offices, as well as academic positions at the University of Michigan. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary portfolio options. The firm utilizes a structured investment approach involving multiple risk profiles and collaborates with affiliated and third-party providers for asset management, fund selection, and administrative services.

Christopher Belich is a financial advisor at HSBC Securities (USA) Inc. in New York, NY, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Wells Fargo Clearing and Wells Fargo Bank. He serves as a co-trustee for a family trust. HSBC Securities (USA) Inc. offers managed account programs to a variety of clients, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines client-directed and discretionary portfolio options with strategic and tactical asset allocation supported by affiliated global asset management teams.

Andrew Themis is a financial advisor with HSBC SECURITIES (USA) Inc. in New York, NY. He holds a Series 66 designation and has 16 years of industry experience. His career includes roles at HSBC SECURITIES (USA) Inc. since 2014 and HSBC Bank USA, N.A. since 2016. HSBC Securities (USA) Inc. provides managed account programs to various clients, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers multiple program types ranging from client-directed accounts to fully discretionary options, utilizing a five-profile risk model and combining strategic and tactical asset-allocation advice supported by affiliated advisory and fund selection services.

Matthew Clingerman is a financial advisor at HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses with 36 years of industry experience. He has been with HSBC Securities since 2005. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm uses a combination of strategic and tactical asset allocation developed with HSBC Global Asset Management and employs both client-directed and fully discretionary investment programs.

Steven Trustey is a financial advisor with HSBC Securities (USA) Inc. in New Rochelle, NY. He holds the Series 66 designation and has 20 years of industry experience. His prior roles include positions at NewEdge Wealth, First Manhattan Co., and Neuberger Berman. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment process combines strategic and tactical asset allocation with ongoing fund due diligence, providing both discretionary and client-directed portfolio options.

Nicholas Codola is a CFA® charterholder with Series 65 and Series 66 licenses and five years of industry experience. He is currently with HSBC Securities (USA) Inc. and HSBC Global Asset Management, having joined in 2025. His prior experience includes roles at Orion Portfolio Solutions, WealthPLAN Investment Management, and CLS Investments, among others. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm combines strategic and tactical asset allocation with fund due diligence and offers both client-directed and fully discretionary portfolio management through various program types.

Keith Leong is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Prior to joining HSBC, he worked at Charles Schwab, TD Ameritrade, and Cetera Investment Services, among other firms. Outside of his advisory work, he is involved in managing a commercial rental property. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary investment options. The firm’s investment process integrates strategic and tactical asset allocation developed with HSBC Global Asset Management and employs multiple affiliated providers for fund selection and portfolio management.

Nicholas Maffucci is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked within various divisions of HSBC since 2014, including HSBC Private Bank and HSBC Technology & Services USA. In addition to his advisory role, he serves as a bank officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary options. The firm’s investment approach combines strategic and tactical asset allocation with ongoing fund due diligence and offers services that include an Offshore Spectrum program for qualified non-resident aliens.

Peter Curtin is a financial advisor with HSBC Securities (USA) Inc. and has 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with HSBC Securities since 2013. In addition to his advisory role, he serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. offers managed account programs to a wide range of clients, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with due diligence by affiliated asset management groups, providing both discretionary and client-directed portfolio options.

Dariia Waggoner is a financial advisor at HSBC Securities (USA) Inc. with seven years of industry experience. She holds the Series 66 designation and has worked at HSBC Private Bank N.A. since 2016, with a brief tenure at Robert Half Financial Services in 2017. Dariia also has experience at Baruch College, CUNY. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm combines strategic and tactical asset allocation advice with ongoing fund due diligence and monitoring, serving clients with both discretionary and non-discretionary managed portfolios.

Dmitry Veksler is a financial advisor at HSBC Securities (USA) Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with HSBC Securities and HSBC Bank USA since 2006. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides various program types ranging from client-directed to fully discretionary portfolios, combining strategic and tactical asset allocation supported by global asset management and fund due diligence.

Ryan Zhao is a financial advisor at HSBC Securities (USA) Inc. with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various HSBC entities since 2017, as well as Wells Fargo Bank from 2016 to 2017. Zhao also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his firm. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm employs a range of program types, including client-directed and fully discretionary options, using a multi-profile investment approach supported by HSBC Global Asset Management and affiliated providers.

Martin Squicciarini is a registered representative with HSBC Securities (USA) Inc. and holds a Series 66 designation. He has 17 years of industry experience and has been with HSBC since 2013, including a role as a Bank Officer at HSBC Bank USA, N.A., where he engages in the sale of bank-related products alongside his securities duties. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of client-directed and discretionary investment programs supported by a structured investment process and utilizes affiliated and third-party providers for advisory, fund selection, and administrative services.

Yi Min is a financial advisor with HSBC Securities (USA) Inc. based in New York, NY, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining HSBC Securities in 2024, Yi held positions at Bank of America N.A., Merrill, Citizens Securities, Inc., and HSBC Bank USA, N.A. Yi is also a bank officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, engaging in the sale of bank-related products alongside his registered representative duties. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, featuring client-directed, fully discretionary, and wrap-style portfolio options. The firm employs a multi-profile investment approach and combines strategic and tactical asset allocation with fund due diligence and monitoring, serving a broad client base through a network of Investment Adviser Representatives.

Pia Mathur is a financial advisor at HSBC Securities (USA) Inc. with 12 years of industry experience. She holds a Series 66 designation and has been with HSBC Securities and HSBC Bank USA since 2012. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach involves a range of model risk profiles and combines strategic and tactical asset allocation, using both discretion and client-directed options across multiple program types.

Elker Meta is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation and five years of industry experience. Prior to joining HSBC in 2025, Meta worked at Bank of America, N.A. and Merrill from 2019 to 2024. In addition to his role as a registered representative, he serves as a Bank Officer for HSBC Bank (USA) N.A., where he engages in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs for a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of program types, combining strategic and tactical asset-allocation advice with due diligence and ongoing monitoring conducted through affiliated providers, and operates both discretionary and client-directed portfolio options.

Thomas Santangelo is a financial advisor with HSBC Securities (USA) Inc. in New York, NY. He holds the Series 66 designation and has one year of industry experience. His prior work includes multiple roles at HSBC Bank USA, N.A., and experience at New Paltz University. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm uses a combination of client-directed and discretionary investment programs supported by strategic and tactical asset-allocation advice and ongoing fund due diligence.

Ali Rezvi is a financial advisor at HSBC Securities (USA) Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HSBC Bank USA, N.A. and HSBC Holdings PLC since 2013. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options supported by strategic and tactical asset allocation and ongoing fund monitoring.

Mouna Kammoun is a financial advisor at HSBC Securities (USA) Inc. with 10 years of industry experience. She holds the Series 66 designation and has been with HSBC Securities and HSBC Bank USA since 2015. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and fully discretionary investment programs, using a multi-profile investment process supported by affiliated global asset management and fund due diligence providers.