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Tanuja Pulakhandam

Investment adviser representative at HSBC Securities (USA) Inc.
19 yearsExperience
1 stateRegistered in
CFADesignation
$3.8BFirm assets

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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

19 years in the industry.

  1. HSBC Securities (USA) Inc.Jan 2015 to now
  2. HSBC Private BankFeb 2007 to now

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 1 state (NJ).

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
2538507
Firm CRD
19585
Advisor's SEC record (opens in a new tab)
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