New York, NY Canal Street Office

Team
Updated today

Client AUM

$3,699,636,537

Clients

12,045

Advisors

5

Of 376 advisors across 60 offices

Location

150 Canal Street

New York NY 10013

Advisors at this office

5

Advisors at this office

user avatar

Zhen Hua W

Series 66, Series 63

New York, NY

HSBC SECURITIES (USA) Inc.

Zhen Hua Wang is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 66 and Series 63 licenses and 13 years of industry experience. He has worked at HSBC Securities and HSBC Bank USA since 2019 and previously held roles at JPMorgan Chase and J.P. Morgan Securities from 2011 to 2019. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary offerings. The firm uses a structured investment process incorporating model risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring.

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

Jonathan K

Series 66

New York, NY

HSBC SECURITIES (USA) Inc.

Jonathan Kuang is a financial advisor with HSBC Securities (USA) Inc. holding a Series 66 designation and has two years of industry experience. He is also a Bank Officer for HSBC Bank USA National Association, where he engages in the sale of bank-related products and services in conjunction with his role as a registered representative. His work history includes positions at HSBC Bank USA, Gong Cha, Baruch College, and City College. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and fully discretionary investment programs and employs a multi-profile investment approach supported by HSBC Global Asset Management and affiliated providers.

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

Cheuk Shun C

Series 63, Series 65

New York, NY

HSBC SECURITIES (USA) Inc.

Cheuk Shun Cheung is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining HSBC, he worked at Morgan Stanley and SEJ Services. Outside of his advisory role, he is a Cantonese Chinese radio host at MultiCultural Radio Broadcasting, Inc., where he engages with the community through news, music, and cultural programming. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm employs a mix of client-directed and discretionary investment approaches across a range of risk profiles, utilizing affiliated and third-party providers for fund selection and portfolio management.

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

Catherine N

Series 63, Series 66

New York, NY

HSBC SECURITIES (USA) Inc.

Catherine Ng is a financial advisor at HSBC Securities (USA) Inc. in New York, NY, with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with HSBC Securities and HSBC Bank USA since 2011. Outside of her advisory role, she serves as a board director of the Kiwanis Club of Chinatown, a nonprofit organization focused on supporting children, the elderly, and community events. HSBC Securities (USA) Inc. offers managed account programs to individual, retirement, charitable, and corporate clients through a variety of client-directed and discretionary portfolio options. The firm employs multiple model risk profiles and integrates global asset management expertise with ongoing fund due diligence, while operating as both an SEC-registered adviser and broker-dealer.

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

Minching T

Series 66

New York, NY

HSBC SECURITIES (USA) Inc.

Minching Tso Lam is a registered representative with HSBC Securities (USA) Inc. and holds a Series 66 designation with 25 years of industry experience. She has been with HSBC Securities since 2013 and concurrently serves as a Bank Officer for HSBC Bank (USA), an affiliate of the firm, engaging in the sale of bank-related products and services. Lam is based in New York, NY. 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 utilizes multiple model risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence, serving clients through both discretionary and non-discretionary portfolio options.

ESG / Sustainable investing Passive / index investing Active portfolio management Private / alternative investments
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")