Yifei Hong
Investment adviser representative at HSBC Securities (USA) Inc.
12 yearsExperience
21 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.
- HSBC Securities (USA) Inc.Oct 2025 to now
- HSBC Bank USA, N.AOct 2025 to now
- J.P. Morgan Securities LLCMay 2020 to Oct 2025
- JPMorgan Chase Bank, N.A.Mar 2020 to Oct 2025
- Ferrari Silicon ValleyDec 2014 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 21 states (AK, AL, CA, DC, DE, GA, IA, KS, LA, MD, ME, MN, MT, NC, ND, NE, 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
- 5988097
- Firm CRD
- 19585