Helio Hashimoto
Investment adviser representative at HSBC Securities (USA) Inc.
13 yearsExperience
21 statesRegistered in
CFADesignation
$3.8BFirm assets
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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
13 years in the industry.
- HSBC Securities (USA) Inc.Apr 2026 to now
- HSBC Bank USA, N.A.Apr 2026 to now
- Banco Do Brasil Securities LLCDec 2018 to Apr 2026
- UnemployedMay 2018 to Dec 2018
- Hernandez Law Firm PllcSep 2017 to May 2018
- UnemployedMay 2017 to Sep 2017
- Gym Master Basketball CourtsMay 2016 to Mar 2017
- Harding UniversityMar 2013 to May 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 21 states (AK, AL, DC, DE, FL, GA, IA, KS, LA, MD, ME, MN, MT, NC, ND, NE, NM, 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
- 7057904
- Firm CRD
- 19585