Dario MontisciCRD 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 5 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Hsbc Private Bank||Miami, FL||Mar 2011 - Current||6|
|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|
Total Assets Under Management2,985MILLIONS
Total Number of Accounts12,340ACCOUNTS
Average Account Value$241,893
- 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