Rong Zhang
Investment adviser representative at HSBC Securities (USA) Inc.
12 yearsExperience
9 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.Aug 2018 to now
- HSBC Bank USA, NAAug 2018 to now
- Bank of AmericaOct 2017 to Jul 2018
- Extended TravelJul 2017 to Aug 2017
- Bank of Nova ScotiaFeb 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 9 states (AL, FL, IA, IL, MD, NC, PA, TX, WA).
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
- 6975430
- Firm CRD
- 19585