Tejan FarrellCRD Number: 1822807
Current Firm: Hsbc Securities (usa) Inc.
Tejan Farrell (CRD# 1822807) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Bronx, NY and has over 12 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|Hsbc Bank Usa, N.a.||Bronx, NY||Aug 2016 - Current||1|
|Hsbc Bank Usa, N.a.||Bronx, NY||Jul 2015 - Current||2|
|Hsbc Securities (usa) Inc.||Bronx, NY||Jul 2015 - Current||2|
|Hsbc Securities (usa) Inc.||Bronxville, NY||Aug 2014 - Jul 2015||< 1|
|Hsbc Bank Usa, N.a.||Bronxville, NY||Jul 2014 - Jul 2015||1|
|Td Ameritrade||New York, NY||Mar 2010 - Jul 2014||4|
|Deutsche Bank (via Walsh & Associates)||New York, NY||Apr 2009 - Jan 2010||< 1|
|E1 Asset Management||New York, NY||Feb 2009 - Feb 2009||< 1|
|Ubs Ag||New York, NY||Sep 2007 - Nov 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2006|
|S66||NASAA Uniform Combined State Law Examination||Jul 2010|
Total Assets Under Management2,974MILLIONS
Total Number of Accounts12,328ACCOUNTS
Average Account Value$241,245
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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