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Mariana Velasquez

Investment adviser representative at HSBC Securities (USA) Inc.
12 yearsExperience
24 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

12 years in the industry.

  1. HSBC Securities (USA) Inc.Jul 2014 to now
  2. HSBC Bank USA, N.A.Jun 2014 to now

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 24 states (AK, AL, CA, CO, DC, DE, FL, GA, IA, KS, LA, MD, ME, MN, MT, NC, ND, NE, NJ, 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
5766873
Firm CRD
19585
Advisor's SEC record (opens in a new tab)
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