Mohamed Abdelgawad
Investment adviser representative at HSBC Securities (USA) Inc.
21 yearsExperience
22 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
21 years in the industry.
- HSBC Securities (USA) Inc.Feb 2025 to now
- HSBC Bank USA, N.A.Jan 2025 to now
- UnemployedAug 2023 to Jan 2025
- Wells Fargo Clearing Services, LLCJan 2018 to Aug 2023
- Wells Fargo Bank, NANov 2005 to Aug 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 22 states (AK, AL, DC, DE, GA, IA, KS, LA, MD, ME, MN, MT, NC, ND, NE, NJ, NM, NY, 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
- 6898870
- Firm CRD
- 19585