Adel Gerges (CRD# 6082335) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Chatham, NJ and has over 11 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1852802
Investment Partners Asset Management
CRD# 3160155
Investment Partners Asset Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hsbc Bank Usa, N.a. | Edison, NJ | Apr 2015 - Current | 9 |
| Hsbc Securities (usa) Inc. | Edison, NJ | Apr 2015 - Current | 9 |
| Hsbc Bank Usa N.a. | Jersey City, NJ | Apr 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- NJ
-
Total Assets Under Management3,020MILLIONS
-
Total Number of Accounts12,389ACCOUNTS
-
Average Account Value$243,802
- 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)
- Other
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, WY
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