Steven Trustey
Investment adviser representative at HSBC Securities (USA) Inc.
10 yearsExperience
2 statesRegistered in
$3.8BFirm assets
21 yearsFirm in business
Are you Steven Trustey? Claim your profile
Contact this firm
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
10 years in the industry.
- HSBC Securities (USA) Inc.Mar 2025 to now
- HSBC Bank USA National AssociationMar 2025 to now
- Newedge Securities IncFeb 2024 to Mar 2025
- Newedge WealthFeb 2024 to Mar 2025
- First Manhattan Co.Aug 2022 to Feb 2024
- Neuberger BermanDec 2020 to Aug 2022
- UnemployedJun 2020 to Dec 2020
- HSBC Bank USA, N.A.Aug 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
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
- 4974530
- Firm CRD
- 19585