Chor shing Chan
Investment adviser representative at HSBC Securities (USA) Inc.
11 yearsExperience
6 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.Dec 2024 to now
- HSBC Bank USA, N.A.Dec 2024 to now
- J.P. Morgan Securities LLCOct 2023 to Nov 2024
- JPMorgan Chase Bank, N.A.Oct 2023 to Nov 2024
- HSBC Securities (USA) Inc.Jun 2022 to Oct 2023
- HSBC Bank USA, N.A.May 2022 to Oct 2023
- Bank of America, N.A.Aug 2015 to Jun 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2015 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 6 states (GA, IN, MD, NC, NJ, NY).
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
- 6412043
- Firm CRD
- 19585