Simon Syer
Investment adviser representative at HSBC Securities (USA) Inc.
11 yearsExperience
15 statesRegistered in
ChFC®Designation
$3.8BFirm assets
Are you Simon Syer? 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
11 years in the industry.
- HSBC Securities (USA) Inc.Oct 2024 to now
- HSBC Bank USA, N.A.Oct 2024 to now
- MML Investors Services, LLCJun 2015 to Oct 2024
- Massmutual Life Insurance CompanyMay 2015 to Oct 2024
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 15 states (AL, CA, GA, IA, IL, IN, MD, NC, NJ, NV, NY, OH, PA, TX, UT).
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
- 5751508
- Firm CRD
- 19585