Zachary Lawrence Hale
Investment adviser representative at HSBC Securities (USA) Inc.
10 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
10 years in the industry.
- HSBC Securities (USA) Inc.Aug 2025 to now
- HSBC Bank USA, N.A.Jul 2025 to now
- Bank of America N.A.Aug 2023 to Jul 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2023 to Jul 2025
- Billy Jack's ShackApr 2022 to Jan 2023
- Brighton SecuritiesJan 2020 to Mar 2022
- Tf BrownsOct 2019 to Apr 2022
- Allstate Insurance CompanyNov 2017 to Jan 2020
- Wellsville CarpettownJan 2017 to Aug 2017
- Allegheny CollegeAug 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 21 states (AK, AL, DC, DE, GA, IA, KS, LA, MD, ME, MN, MT, NC, ND, NE, 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
- 6935693
- Firm CRD
- 19585