Ryan Zhao

Financial advisor at HSBC Securities (USA) Inc. · New York, NY

Last updated 2026-10-10

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Ryan Zhao is a financial advisor at HSBC Securities (USA) Inc. in New York, NY, CRD 6748346. Licenses and exams on the registration: Series 63, Series 66. First registered 2021-07-10.

Registration

CRD number
6748346
Registration status
Active
First registered
2021-07-10
Years of experience
10
States registered
AK, AL, DC, DE, GA, IA, KS, LA, MD, ME, MN, MO, MT, NC, ND, NE, NJ, NM, NY, PR, TX, UT, VA, VI

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2016-05 to 2017-08 · Wells Fargo Bank, NA · Hoboken, NJ
  • 2017-08 to 2021-05 · HSBC Bank USA, National Association · New York, NY
  • 2018-12 to 2021-05 · HSBC Securities USA, Inc. · New York, NY
  • 2021-05 to Present · HSBC Securities (USA) Inc. · New York, NY
  • 2021-05 to Present · HSBC Bank USA, N.A. · New York, NY

Current employment

SEC IAPD record for Ryan Zhao

HSBC Securities (USA) Inc.

Regulatory AUM
$3,838,097,569
Registered advisors
373
Offices
168
Clients per advisor
32.5 (Low)
Average AUM per client
$317K (Low)
High-net-worth client ratio
14.8% (Low)

HSBC Securities (USA) Inc.: advisors, services and reported ETF investments

What this firm offers

Filed by HSBC Securities (USA) Inc. on Form ADV.

Client services

  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Performance-Based Fees

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Futures Commission Merchant
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Sponsor or GP of Pooled Investment Vehicl
  • Adviser to Any Private Fund

Location

66 Hudson Boulevard, New York, NY 10001

116 advisors at this office.

HSBC Securities (USA) office in New York, NY

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Ryan Zhao?

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