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Ana Cristina schuler Azario

Investment adviser representative at HSBC Securities (USA) Inc.
18 yearsExperience
21 statesRegistered in
$3.8BFirm assets
21 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

18 years in the industry.

  1. HSBC Securities (USA) Inc.Aug 2025 to now
  2. HSBC Bank USA, N.A.Jul 2025 to now
  3. Goldman SachsApr 2024 to Jun 2025
  4. JPMorgan Chase Bank, NAAug 2022 to Apr 2024
  5. JPMorgan Securities LLCAug 2022 to Apr 2024
  6. Efg Capital International Corp.Dec 2021 to Jul 2022
  7. Interactive Brokers LLCSep 2021 to Dec 2021
  8. Citi International Financial Services LLCJan 2021 to Sep 2021
  9. Citibank NAJan 2021 to Sep 2021
  10. J.P. Morgan Securities, LLC.Jul 2019 to Jan 2021
  11. JPMorgan Chase Bank, N.A.Jul 2019 to Jan 2021
  12. UnemployedAug 2018 to Jun 2019
  13. U.S. Consulate (post of the United States Embassy)May 2017 to Jul 2018
  14. Master TranslationsJan 2008 to Apr 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 21 states (AK, AL, DC, DE, FL, GA, IA, KS, LA, MD, ME, MN, MT, NC, ND, NE, NM, PR, TX, UT, VI).

HSBC Securities (USA) Inc.

$3.8BAssets managed
12,108Clients
373Advisers
21 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2398764
Firm CRD
19585
Advisor's SEC record (opens in a new tab)
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