Shuiwah Li is a financial advisor with HSBC Securities (USA) Inc. in Arcadia, CA, holding Series 66 and Series 63 licenses and 28 years of industry experience. He has been with HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. for over 21 years. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several client-directed and discretionary program types. The firm combines strategic and tactical asset allocation with global manager selection and ongoing fund monitoring, serving a range of risk profiles and utilizing both affiliated and third-party providers to deliver advisory and custody services.

Christopher Millar is a CFA® charterholder and holds a Series 66 license, with 16 years of industry experience. He is currently with HSBC Securities (USA) Inc. and has prior experience at firms including Morgan Stanley and J.P. Morgan Securities. Millar also spent time at ESCP Ecole Superieure de Commerce de Paris. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of client-directed and discretionary portfolio options supported by strategic and tactical asset allocation developed in partnership with HSBC Global Asset Management and other affiliated providers.

Junqi Wu is a financial advisor with HSBC Securities (USA) Inc. based in New York, NY, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. He has worked with HSBC Bank USA, N.A. and HSBC Securities (USA), Inc. since 2018, and previously with TD Bank N.A. from 2016 to 2018. In addition to his advisory role, Wu 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, offering client-directed and fully discretionary options. The firm uses five model risk profiles and combines strategic and tactical asset allocation developed in partnership with HSBC Global Asset Management to manage portfolios.

Christopher Orcutt is a financial advisor at HSBC Securities (USA) Inc. in New York, NY, holding Series 65 and Series 63 licenses with 14 years of industry experience. His prior roles include positions at RA Capital SARL, Radioisotope Life Sciences, Strategas Securities, and Pulse Trading. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options. The firm utilizes a range of risk profiles and combines strategic and tactical asset allocation with third-party due diligence and ongoing fund monitoring.

Katie Jiang is a financial advisor at HSBC Securities (USA) Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with HSBC since 2013, working at both HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. in New York, NY. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary offerings. The firm employs a structured investment process that includes multiple risk profiles and leverages global asset management resources to manage and monitor funds, serving a broad client base with both non-discretionary and discretionary portfolio solutions.

Ivy Fai Chan Wang is a financial advisor with HSBC Securities (USA) Inc. and holds Series 63 and Series 66 licenses. She has 13 years of industry experience with prior roles at J.P. Morgan Securities, Bank of America/Merrill Lynch, and Citigroup. She also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities (USA) Inc., where she engages in the sale of bank-related products alongside her advisory duties. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of programs, from client-directed to fully discretionary portfolios, utilizing strategic and tactical asset allocation in collaboration with HSBC Global Asset Management and other affiliated providers.

Rong Zhang is a financial advisor at HSBC Securities (USA) Inc. with eight years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at Bank of America and Bank of Nova Scotia. He serves as a board member of the Greater China Hong Kong Business Association of Washington, a nonprofit organization that promotes business networking and community events in the state. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options supported by a range of affiliated advisory and fund selection services.

Andrey Manannikov is a financial advisor at HSBC Securities (USA) Inc. with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Bank of America, Merrill, and JPMorgan Chase. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm utilizes a combination of strategic and tactical asset allocation supported by global asset management teams, with a notable portion of assets held in client-directed, non-discretionary portfolios.

Scott Kleiner is a registered representative with HSBC Securities (USA) Inc. in Buffalo, NY, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. He has worked with HSBC Securities and its affiliate HSBC Bank USA, N.A. since 2015. In addition to his advisory role, he serves as a Bank Officer for HSBC Bank USA, engaging in the sale of bank-related products and services. 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 combines strategic and tactical asset allocation across multiple risk profiles, utilizing both discretionary and client-directed programs supported by affiliated investment management and advisory services.

Ali Bukhari is a financial advisor with HSBC Securities (USA) Inc. based in New York, NY, holding a Series 66 credential and one year of industry experience. His prior work includes roles at HSBC Bank USA, N.A. and Faysal Bank LTD. Outside of his advisory duties, he works as a ride-share driver for Uber. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and discretionary investment options, using a range of risk profiles and a combination of strategic and tactical asset allocation developed with HSBC Global Asset Management.

Erick Pesantez Santana is a financial advisor at HSBC Securities (USA) Inc. with four years of industry experience. He holds Series 65 and Series 63 designations and has worked previously at Citigroup, Merrill, and Bank of America. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of program types ranging from client-directed to fully discretionary portfolios. The firm’s investment approach combines strategic and tactical asset allocation with rigorous fund due diligence, and it operates as both an SEC-registered adviser and broker-dealer, serving a diverse client base including private bank clients and qualified non-resident aliens.

Yuhan He is a financial advisor with HSBC Securities (USA) Inc. in Cupertino, CA, holding a Series 66 license and two years of industry experience. Prior to joining HSBC Securities, He worked at HSBC Bank USA N.A. and has diverse experience including roles in education and the food service industry. He also co-founded HafenDew LLC, a social networking-relationship app, where he is involved in marketing research and search engine optimization. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options. The firm employs a structured investment process combining strategic and tactical asset allocation and works with affiliated providers for fund selection and account management.

Russell Scherrer III is a financial advisor at HSBC Securities (USA) Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with HSBC Securities since 2011. HSBC Securities offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and discretionary options. The firm employs a structured investment approach using five model risk profiles and collaborates with affiliated and third-party providers for fund selection and account management.

Ajay Loganadan is a financial advisor with HSBC Securities (USA) Inc. in Swansboro, NC, holding a Series 66 designation and 17 years of industry experience. He has been with HSBC Securities since 2010. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm offers various program types, including client-directed and fully discretionary options, utilizing a structured investment process with multiple risk profiles and leveraging global asset management and fund due diligence resources.

Brian Murphy is a financial advisor at HSBC Securities (USA) Inc. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at HSBC Private Bank and Morgan Stanley. Based in New York, NY, Murphy has been with HSBC Securities since 2015. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm utilizes a range of program types and combines strategic and tactical asset allocation with ongoing fund due diligence, providing both client-directed and fully discretionary portfolio management.

Nayali Quezada is a financial advisor at HSBC Securities (USA) Inc. with eight years of industry experience. She holds a Series 66 designation and previously worked at Lord Abett & Co. and UBS Financial Services. Outside of her advisory role, she serves as a junior board member for Safe Horizon, a nonprofit organization, where she participates in fundraising activities. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of program types from client-directed to fully discretionary portfolios and employs a multi-faceted investment process involving strategic asset allocation and ongoing fund monitoring.

Jose Gonzalez is a financial advisor with HSBC Securities (USA) Inc. in Miami, FL, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC, J.P. Morgan Securities, JPMorgan Chase Bank, N.A., AXA Advisors, LLC, and East Harbor. He serves as a director for ALPFA, a nonprofit organization, where he assists in coordinating events and participates in board meetings. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment process incorporates multiple risk profiles and combines strategic and tactical asset-allocation advice, leveraging affiliated providers for advisory and fund selection, and supports both client-directed and fully discretionary portfolio management.

Ofer Vadel is a financial advisor at HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with HSBC Securities and HSBC Bank USA National Association since 2012. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm uses a range of model risk profiles and combines strategic and tactical asset allocation with fund due diligence, providing both client-directed and discretionary portfolio management options.

Brian Smith is a financial advisor with HSBC Securities (USA) Inc. based in New York, NY, holding a Series 66 designation and bringing 17 years of industry experience. He has been with HSBC Private Bank since 2006. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types including client-directed and fully discretionary options. The firm uses a multi-profile investment process combining strategic and tactical asset allocation with global fund due diligence and monitoring.

Wei Zhao is a financial advisor with HSBC Securities (USA) Inc. in Buffalo, NY. He holds Series 63 and Series 66 designations and has five years of industry experience. Prior to joining HSBC Securities in 2021, he has been with HSBC Bank USA, N.A. since 2013. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm uses model risk profiles and combines strategic and tactical asset allocation supported by affiliates for fund selection and ongoing monitoring.