Kevin Chang, financial advisor Fremont CA
90 score

Kevin Chang

CRD Number: 6034749
Current Firm: Hsbc Securities (usa) Inc.

Kevin Chang (CRD# 6034749) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Fremont, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Hsbc Securities (usa) Inc. Fremont, CA Jul 2016 - Current < 1
Hsbc Bank (usa) N.a. Fremont, CA Jul 2016 - Current < 1
Hsbc Bank Usa N.a. Mountain View, CA Jan 2015 - Jul 2016 1
Hsbc Bank Usa, N.a. New York, NY Aug 2013 - Jan 2015 1
Hsbc Bank Usa, N.a. New York, NY Jul 2010 - Aug 2013 3
University At Buffalo Buffalo, NY Sep 2005 - Dec 2010 5
Kbc Bank New York, NY May 2010 - Jul 2010 < 1
Unemployed New York, NY Mar 2010 - May 2010 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2012
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Kevin Chang
Phone Number: 212-525-2879
Registered State(s):
  • CA
  • NJ
By the Numbers
  • Total Assets Under Management
    2,985
    MILLIONS
  • Total Number of Accounts
    12,340
    ACCOUNTS
  • Average Account Value
    $241,893
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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