New York, NY 66 Hudson Boulevard Floor 3 Office

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.

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. based in New York, 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., Neuberger Berman, and HSBC Bank USA, N.A. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment solutions. The firm utilizes a multi-model risk profile approach and combines strategic and tactical asset allocation with fund due diligence conducted by affiliated and third-party providers.

Jaquelynne Elliott is a Series 66-licensed financial advisor with HSBC Securities (USA) Inc. in New York City. She has two years of industry experience, including roles at HSBC Bank USA, JPMorgan Chase Bank, Silicon Valley Bank, and Nav Technologies, Inc. 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 portfolios. The firm’s investment process incorporates strategic and tactical asset allocation with ongoing fund due diligence, serving a broad client base with tailored advisory and account management services.

Dariia Waggoner is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation and seven years of industry experience. She has been with HSBC Private Bank N.A. since 2017, following a position at Robert Half Financial Services and prior work at Baruch College, CUNY. HSBC Securities offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm’s investment approach involves multiple risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring, supported by affiliated providers.

Ryan Zhao is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at various HSBC affiliates since 2017 and previously at Wells Fargo Bank, N.A. Zhao also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities (USA) Inc., in addition to his role as a registered representative. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several program types ranging from client-directed to fully discretionary portfolios. The firm employs a structured investment process combining strategic and tactical asset allocation with ongoing fund due diligence and offers specialized offshore programs for qualified non-resident investors.

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.

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.

Haider Ali is a financial advisor at HSBC Securities (USA) Inc. with one year of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley and Better Homes Bureau LLC. Haider is based in New York, NY. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary portfolios. The firm combines strategic and tactical asset allocation with fund due diligence and monitoring, serving clients with a range of risk profiles.

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.

Mei Wang is a financial advisor with HSBC Securities (USA) Inc. in New York City, holding a Series 66 designation and bringing 19 years of industry experience. She has been with HSBC Global Asset Management since 2012. 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 combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring, serving clients with both discretionary and non-discretionary portfolio management.

Eric Ingber is a financial advisor at HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 65 licenses with 21 years of industry experience. His prior work includes roles at Merrill, Bank of America, J.P. Morgan Chase, and AW Jones. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary investment options. The firm uses multiple risk profiles and combines strategic and tactical asset allocation advice supported by HSBC Global Asset Management and other affiliated providers.