Alessandro Chiade Merjam (CRD# 6721892) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Miami, FL and has over 4 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hsbc Bank Usa, N.a. | Miami, FL | Jun 2019 - Current | 4 |
| Hsbc Securities (usa) Inc. | Miami, FL | Jun 2019 - Current | 4 |
| Itau International Securities Inc. | Miami, FL | Jul 2016 - Jun 2019 | 2 |
| Banco Itau International | Miami, FL | Jul 2016 - Jun 2019 | 2 |
| Banco Itau Suisse | Zurich, | Nov 2011 - Jul 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- FL
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Total Assets Under Management3,020MILLIONS
-
Total Number of Accounts12,387ACCOUNTS
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Average Account Value$243,838
- 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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