Annie Wang, financial advisor New York NY

Annie Wang

CRD Number: 5064955
Current Firm: Hsbc Securities (usa) Inc.

Annie Wang (CRD# 5064955) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in New York, NY and has over 15 years of experience in the finance industry.

Similar Advisors
Michael Kay, financial advisor New York NY
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
Eric Bloom, financial advisor New York NY
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
Alexander Bass, financial advisor New York NY
Alexander Bass
CRD# 4846117
Hightower Advisors, LLC
Company Name Location Dates Years
Hsbc Bank Usa, N.a. Englewood, NJ Mar 2011 - Current 10
Hsbc Securities (usa) Inc. Englewood, NJ Mar 2011 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2006
Contact Info for Annie R. Wang
Phone Number: 212-525-2879
Firm Website: https://www.us.hsbc.com/
Registered State(s):
  • HI
  • ID
  • MD
  • NJ
  • NM
  • NY
  • NC
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    3,654
    MILLIONS
  • Total Number of Accounts
    16,117
    ACCOUNTS
  • Average Account Value
    $226,743
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, WY

Ready to hire a financial advisor? Get competitive proposals from Annie Wang and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.