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Syedmuhammad Ali

Advisor at HSBC SECURITIES (USA) Inc.

Updated today

Location

New Hyde Park, NY 11040

Credentials

Series 66

Industry experience

4 years

About

Syedmuhammad Ali is a financial advisor with HSBC Securities (USA) Inc. in New Hyde Park, NY, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Citigroup, Merrill, Bank of America, and People's United Bank. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through both client-directed and discretionary investment solutions. The firm uses a multi-profile investment process combining strategic and tactical asset allocation with ongoing fund due diligence, serving a broad client base with diverse managed portfolios.

Client services

Based on HSBC SECURITIES (USA) Inc.

Portfolio management Selection of other advisers
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval

Expertise

Based on HSBC SECURITIES (USA) Inc.

ESG / Sustainable investing Passive / index investing Active portfolio management Private / alternative investments

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Fee options

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.20% $500,001 - $1,000,000: 1.00% $1,000,001 - $4,000,000: 0.90% $4,000,001 - $9,000,000: 0.80% $9,000,001 - $14,000,000: 0.65% $14,000,001+: 0.55%

Other

Account minimum: $100,000 for Spectrum Program, $50,000 for Spectrum II Program, $100,000 for Offshore Spectrum Program Fee-only: Annual fee based on tiered percentage of assets under management as shown in the fee tiers; fees are negotiable and discounts available.

Location

1572 Union Tpke

New Hyde Park, NY 11040

Most active in

Connecticut · New Jersey · New Mexico · New York

Work history

HSBC Securities (USA) INC

2025 - Present (1 year)

HSBC Bank USA, N.A.

2025 - Present (1 year)

Citigroup

2022 - 2025 (3 years)

Merrill

2021 - 2022 (1 year)

Unemployed

2021 - 2021 (1 year)

Bank of America, N.A.

2019 - 2021 (2 years)

Merrill

2019 - 2021 (2 years)

Farmingdale State College

2017 - 2019 (2 years)

People's United Bank

2016 - 2019 (3 years)

Bank Of America

2016 - 2016 (1 year)

Sufollk County Community College

2011 - 2017 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Executive
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General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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General retirement planning Wealth management
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