Ivy fai chan Wang
Investment adviser representative at HSBC Securities (USA) Inc.
12 yearsExperience
8 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.Sep 2025 to now
- HSBC Bank USA, N.A.Sep 2025 to now
- J.P. Morgan Securities LLCMay 2024 to Aug 2025
- JPMorgan Chase Bank, N.A.May 2024 to Aug 2025
- UnemployedMar 2024 to Apr 2024
- Bank of America, N.a./merrill LynchMar 2021 to Feb 2024
- CitigroupJul 2014 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 8 states (CA, DE, MA, MO, NJ, NV, OR, TX).
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
- 6149312
- Firm CRD
- 19585