Dario Montisci, financial advisor Miami FL
90 score

Dario Montisci

CRD Number: 5947183
Current Firm: Hsbc Securities (usa) Inc.

Dario Montisci (CRD# 5947183) 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.

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Company Name Location Dates Years
Hsbc Private Bank Miami, FL Mar 2011 - Current 5
Hsbc Private Bank London, Miami, London, Hong Kong, Aug 2009 - Mar 2011 1
Halfords Media (uk) Ltd London, Sep 2008 - Jun 2009 < 1
Pricewaterhousecoopers London, Sep 2007 - Jun 2008 < 1
University Of Nottingham Nottingham, Sep 2003 - Jul 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Dario Montisci
Phone Number: 212-525-2879
Registered State(s):
  • FL
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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