Danielle Vivado
Investment adviser representative at HSBC Securities (USA) Inc.
11 yearsExperience
22 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
11 years in the industry.
- HSBC Securities (USA) Inc.Apr 2023 to now
- HSBC Bank USA, N.A.Apr 2023 to now
- CitigroupJul 2020 to Mar 2023
- Bci MiamiFeb 2020 to Jul 2020
- UnemployedDec 2019 to Feb 2020
- Code & KidsJul 2019 to Dec 2019
- UnemployedMar 2019 to Jul 2019
- Global Academia PrepApr 2018 to Feb 2019
- UnemployedDec 2017 to Apr 2018
- CitigroupMay 2017 to Nov 2017
- Brickell BankFeb 2017 to May 2017
- Brickell Global Markets, Inc.Feb 2017 to May 2017
- UnemployedJun 2015 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 22 states (AK, AL, DC, DE, FL, GA, IA, KS, LA, MD, ME, MN, MT, NC, ND, NE, NM, NY, 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
- 4993309
- Firm CRD
- 19585