Patrick Wild
Investment adviser representative at HSBC Securities (USA) Inc.
13 yearsExperience
1 stateRegistered 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 Bank USA, N.A.Apr 2026 to now
- HSBC Securities (USA) Inc.Apr 2026 to now
- Franklin Advisers, Inc.Jul 2024 to Apr 2026
- Franklin Distributors, LLCJul 2024 to Apr 2026
- Putnam Investment ManagementJun 2021 to Jul 2024
- Putnam Retail ManagementJun 2021 to Jul 2024
- Putnam InvestmentsJun 2020 to Aug 2020
- Putnam InvestmentsJun 2019 to Jan 2020
- The PubOct 2017 to Sep 2019
- Tufts UniversityAug 2017 to May 2021
- Mirabella's BakeryJan 2015 to Nov 2017
- Tewksbury High-schoolAug 2013 to Jun 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 7278304
- Firm CRD
- 19585